Focus Point Wealth Management, LLC - Windsor, Colorado

Focus Point Wealth Management, LLC: A Comprehensive Overview

Focus Point Wealth Management, LLC is a highly regarded financial services firm located at 128 6th St UNIT B, Windsor, CO 80550, with a phone number of 9706865635. This company specializes in providing a range of financial services, including financial planning, certified public accounting, investment services, and tax consulting.

Specialties and Services Offered

• Financial planning to help clients achieve their long-term goals
• Certified public accounting services for individuals and businesses
• Investment services tailored to each client's unique needs and risk tolerance
• Tax consulting to minimize clients' tax liabilities and optimize their financial strategies

Additional Points of Interest

• Conveniently offers online appointments for clients' convenience
• Provides onsite services to address clients' needs in person
• Ensures accessibility with a wheelchair-friendly entrance and parking lot
• Offers wheelchair accessible restrooms for all clients
• Appointments are recommended to ensure personalized attention

Client Testimonials

Focus Point Wealth Management, LLC has garnered a strong reputation among its clients, as evidenced by their 3 reviews on Google My Business, averaging a perfect 5/5 rating. Clients consistently praise the company's commitment to exceptional service, personalized attention, and expert financial guidance. Here are a few testimonials:

"Janet is an amazing person who cares deeply about everyone she encounters. She does such a wonderful job of taking care of her clients."

"Should you have the opportunity to work with Janet, I would strongly recommend that you do so."

"They are very friendly and caring."

"I have been working with Janet for many years now, and I have always trusted her advice and enjoyed working with her."

Final Recommendation

For individuals seeking comprehensive financial services from a reputable and client-focused firm, Focus Point Wealth Management, LLC stands out as an excellent choice. With their range of specialized services, commitment to accessibility, and impressive client testimonials, this company is well-positioned to help clients achieve their financial goals. We highly recommend visiting their website at focuspointwm.com to learn more about their services and to schedule an appointment.

👍 Reviews of Focus Point Wealth Management, LLC

Jeff B.

5/5

Janet is an amazing person who cares deeply about everyone she encounters. She does such a wonderful job of taking care of her clients.

Should you have the opportunity to work with Janet, I would strongly reccomend that you do so.

Josephine B.

5/5

Wonderful. They are very friendly and caring.

Gaetano L.

5/5

I have been working with Janet for many years now, one, as an accountant, and now as a financial adviser. I have always trusted Janets advise and I enjoy working with her. She has always been friendly and will cover all the question you might have. She is a great person and great adviser.