CenterPoint Financial, Inc.

Sophisticated and beginner investors. Strong financial educator and coach all phases of financial planning. CenterPoint acts as client's financial advocate providing liaison function with tax accountant and estate attorney.  Portfolio rebalancing and construction- stocks, bonds, mutual funds. Retirement plan specialist: IRA's, 401k's, 403b's, ESOP, Deferred Comp, Roth's. Inter generational wealth transfer specialty. 
Serving clients: Taking new clients in the 1 million total asset range and up. Clients include professors, publishing executives, musicians, teachers, professionals, business owners, mid to upper level management employees.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

70 Thomas Rd Gansevoort, NY 12831-1909 Phone: (518) 793-4507

Primary Office

30 Center Rd Montpelier, VT 05602-8524 Phone: (802) 225-1314

Other Offices

70 Thomas Rd Gansevoort, NY 12831-1909 Phone: (518) 793-4507
1735 Market St Philadelphia, PA 19103-7501 Phone: (802) 225-1314