LetHVGetyouFinanciallyFree

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation.

Financial Pointe is a leading financial planning firm based in Thousand Oaks, CA, serving successful individuals throughout Southern California. With a team of experienced advisors, they specialize in tax planning, estate planning, investment planning, retirement planning, and more, providing professional financial guidance to help clients achieve their goals. Founded by Ed Albrecht, a seasoned entrepreneur and financial planner, Financial Pointe is dedicated to helping clients navigate the complexities of managing their finances, allowing them to focus on their careers and businesses. With a commitment to personalized service and a comprehensive planning process, they strive to provide clients with the strategies and solutions they need to secure their financial future.Generated from the website