Turning Pointe Wealth Management

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Phoenix, United States

tpwm.co
Financial plannerInvestment service

Turning Pointe Wealth Management Reviews | Rating 3 out of 5 stars (2 reviews)

Turning Pointe Wealth Management is located in Phoenix, United States on 10201 S 51st St #210. Turning Pointe Wealth Management is rated 3 out of 5 in the category financial plannerinvestment service in United States.

Address

10201 S 51st St #210

Phone

+14809872700

Open hours

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O

O M

Keith is the financial planner for a good friend of mine. From what I've heard Keith is professional and a very easy person to work with; However, he is also primarily an insurance salesmen who tried to pressure my friend into buying Whole Life insurance as a retirement investment vehicle. I would vouch for the service that Keith is providing if it was independent. However, since Keith is not paid for his services it is presumed that his source of income is to convince unwitting people to buy poor retirement plans (such as whole life insurance). This prey upon the weak mentality has no place in the financial services sector. Please straighten up your act Keith.

A

Amy Poblete

Keith Klein is a true professional. He cares about the needs of his clients and has the experience and training to offer great advice. I would recommend him any day.