Top Financial Advisors In Novelty, OH

TURNING POINT ADVISORS, LLC is a financial advisory firm that has been in business for over 15 years and is registered with the SEC. With a team of highly skilled and experienced advisors, the firm offers personalized and comprehensive strategies to help clients achieve their financial goals. They manage over $500 million in assets for a variety of clients, including high-net-worth individuals, professionals, and corporate retirement plans. The firm operates on a fee-based compensation model and is committed to transparency and fair pricing. Their mission is to provide personalized service and help clients navigate the complex world of finance with confidence. As a registered investment advisor, they have a clean regulatory history with no disciplinary disclosures. Services offered by TURNING POINT ADVISORS, LLC include investment management, retirement planning, and insurance solutions. Overall, the firm's goal is to guide clients towards financial success through trust, transparency, and personalized service.