Focusing on the client, rather than on our bottom line.
Sound too good to believe? It’s true. As founders of this company more than 30 years ago, our vision has always been to create an independent firm that truly cares about the needs of its clients. That always has been and always will remain our focus.
Enhancing lives beyond just finances.
My team and I thoroughly enjoy being intimately involved with all facets of our clients’ lives, not just the financial aspects. We are always thrilled when we receive calls from our clients who have questions about the advantages and disadvantages of leasing a car, medical insurance or even advice about helping their children obtain a student internship! Whatever matters to you, matters to us.
Being able to be a part of our clients’ lives is exactly why we left the big-name financial firms and founded Protection Point Advisors. It’s all about life enhancing opportunities and happiness for each of our clients, not just the number of zeros behind the dollar sign.
We look forward to getting to know you and showing you the Protection Point Advisors style of business investments.
Protection Point Advisors founder
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