Thrivepoint Financial - Glastonbury, Connecticut

About Thrivepoint Financial

Thrivepoint Financial, located at 200 Glastonbury Blvd Suite 105, Glastonbury, CT 06033, United States, is a trusted name in financial planning and advisory services. With a phone number 860-815-9041 readily available, potential clients can easily reach out for professional assistance. Their website, thrivepointfinancial.com, offers a wealth of information about their services and expertise.

Specialties

Thrivepoint Financial specializes in providing expert financial planning and advisory services. Their team of professionals, including financial planners and financial advisors, are dedicated to helping clients achieve their financial goals. Whether you're looking to manage investments, plan for retirement, or optimize your financial strategy, Thrivepoint is equipped to offer tailored solutions.

Accessibility and Convenience

Accessibility is a key feature of Thrivepoint Financial. Their facility is fully wheelchair-accessible, ensuring a welcoming environment for everyone. This includes a parking area, entrance, and toilets designed to accommodate individuals with mobility needs. For those who prefer the convenience of their time, they recommend scheduling appointments in advance.

Customer Reviews and Satisfaction

The high level of customer satisfaction is evident from the 17 reviews on Google My Business, where the average opinion is a stellar 5/5. Clients like Craig have built lasting relationships with their clients, offering not just financial advice but also patience and clarity in communication. This personalized approach, coupled with the flexibility of both in-person and virtual consultations, makes Thrivepoint Financial stand out in the industry.

Recommended Action for Potential Clients

For anyone seeking reliable financial guidance, Thrivepoint Financial is highly recommended. Their commitment to providing comprehensive services, combined with a welcoming and accessible office environment, sets them apart. To experience their expertise firsthand, consider reaching out through their website at thrivepointfinancial.com. Booking an appointment online or by phone will allow you to discuss your financial needs with their team of professionals.

👍 Reviews of Thrivepoint Financial

Denise W.

5/5

Craig and the staff at Thrivepoint Financial have been fabulous! I have been consulting with Craig for several years and have come to trust his judgment and appreciate his patience and clarity when I have questions. The staff is helpful and prompt to get things done. I love that Thrivepoint is able to offer both in-person and virtual visits to accommodate my schedule.

ines S.

5/5

Craig is excellent in his approach. He offers guidance, alternatives, suggestions, and recommendations. He is clear and explains thing thoroughly. He is able to grasp the needs of our family and help guide us to achieve the goals that are best for us. No “one way is the only way” with him. He is detail oriented and clear that he will help us with detailed plans for our goals. Excellent communication and timely with responses. Great job, Craig!

Cynthia H.

5/5

If looking for great financial advice, Craig, John, and Kimberly at Thrivepoint Financial provide just that. They focus on truly considering personal needs and future plans to build a wealth management plan. They are very responsive to requests and questions and meet regularly to discuss potential changes and/or ensure the strategy is working well. Staff are also responsive and supportive. For personalized service and successful strategies, I strongly recommend Thrivepoint Financial.

George P.

5/5

Craig and his team have been awesome to work with ! From
retirement planning to, now, four years into retirement ! These guys helped with all of it and are always there for us! Thanks Thrivepoint!

Linda A.

5/5

Craig is the most ethical and professional financial planner I have ever worked with. As a Certified Financial Planning company owner, he not only helps me grow my financial portfolio but he looks out for his client's well-being beyond their portfolio. He demonstrates true character to his customers, is transparent, proactive and innovates together. He is extremely customer focused, taking whatever action necessary, big or small, to help ensure his clients' current and future financial stability. I highly recommend Craig.

Steven R.

5/5

As an Elder Law Attorney, I meet with Financial Planners all the time, but having worked with Craig, I feel like he spoils me. Craig is absolutely prepared for every meeting to go over the client's wishes, discuss their options with them, and has taken the time to learn their estate plan's inside and out so he can show them how it all works together. His patience in explaining the options and keeping everyone informed is all you can ask for. Without hesitation, I recommend Craig and his team.

Russell S.

5/5

Thoughtful and individualized investment planning. Thrivepoint is customer focused and in regular communication with their clients.

allwoodmike

5/5

Im writing this review to really give a special thanks to the team at Thrivepoint Financial. The services your company have been providing me and my business are simply fantastic and extremely profitable. As you know we work very very hard for our income daily and there is no other financial company i would ever trust more with our future! Thank you Thrivepoint Financial. Your are the best!