Turning Point Financial

Financial Services • Frederick, Maryland, United States • 21-50 Employees

Company overview

Headquarters	7210 Corporate Court, Suite A, Frederick, Maryland 21703, US
Phone number	+13018469336
Website	tpfinancial.com
NAICS	52
SIC	628
Keywords	Financial Planning, Investment Management, Insurance & Risk Management, Financial Guidance, Estate & Tax Planning, Retirement Planning & Income Management
Founded	1994
Employees	21-50
Socials

Key Contact at Turning Point Financial

Kathy Troxell

President And Co-Founder

Turning Point Financial Email Formats

Turning Point Financial uses 3 email formats. The most common is {first initial} (e.g., j@tpfinancial.com), used 64.3% of the time.

Format	Example	Percentage
{first initial}	j@tpfinancial.com	64.3%
{first initial}{last name}	jdoe@tpfinancial.com	21.4%
{first name}	john@tpfinancial.com	14.3%

About Turning Point Financial

Turning Point Financial is a full-service financial services firm where the advisors offer value-driven solutions: retirement planning; retirement income strategies; college savings plans; estate planning; tax maximization strategies for individuals and small businesses; life insurance solutions ("independent" means we shop for the best value!); long term care and disability income insurance. In the investment world things can get complicated very quickly, Turning Point's Advisors talk in a straightforward manner with the heart of a teacher. We strive to help everyday people get ahead financially. The team includes financial consultants, financial planners, investment managers, insurance experts, accountants, and even attorneys who share the "value philosophy" and have a heart to help people. This provides clients with a deep bench of professional strength whenever needed. Whether you're a doctor, lawyer, accountant, nurse, contractor, teacher or public service employee - chances are we have been helping someone like you for decades. Join our family - we would be happy to help you too! Investment Advisory Services offered through Turning Point Financial, a Registered Investment Adviser.

Turning Point Financial revenue & valuation

Annual revenue	$1,796,655
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,800,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Vice President

C-Suite

Employees by Department

Turning Point Financial has 11 employees across 4 departments.

Departments

Number of employees

Funding Data

Turning Point Financial has never raised funding before.

Turning Point Financial Tech Stack

Discover the technologies and tools that power Turning Point Financial's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Goober

JavaScript libraries

scrollreveal

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

FMG Suite

Marketing automation

HSTS

Security

Calendly

Appointment scheduling

Frequently asked questions

Turning Point Financial is located in Frederick, Maryland, US.

You can reach Turning Point Financial at +13018469336.

Turning Point Financial was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.

Turning Point Financial has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Turning Point Financial

Kathy Troxell

President And Co-Founder

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