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Turning Point Financial Revenue and Competitors

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Frederick, MD

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Turning Point Financial's estimated annual revenue is currently $2.1M per year.(i)
  • Turning Point Financial's estimated revenue per employee is $126,000

Employee Data

  • Turning Point Financial has 17 Employees.(i)
  • Turning Point Financial grew their employee count by -43% last year.

Turning Point Financial's People

NameTitleEmail/Phone
1
President and Co-FounderReveal Email/Phone
2
Chief Operating Officer / CCOReveal Email/Phone
3
Chief Business Development OfficerReveal Email/Phone
4
Director Financial ServicesReveal Email/Phone
5
Director Business DevelopmentReveal Email/Phone
6
Client Service ManagerReveal Email/Phone
7
Tax and Accounting ManagerReveal Email/Phone
8
Administrative AssistantReveal Email/Phone
9
Financial AdvisorReveal Email/Phone
10
Certified Public AccountantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$12.1M6433%N/AN/A
#2
$8.4M502%N/AN/A
#3
$174.6M6654%N/AN/A
#4
$5.4M320%N/AN/A
#5
$6.7M400%N/AN/A
#6
$25.4M1216%N/AN/A
#7
$3.8M260%N/AN/A
#8
$22.3M1060%N/AN/A
#9
$2.1M17-35%N/AN/A
#10
$7.9M4718%N/AN/A
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What Is 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.

keywords:N/A

N/A

Total Funding

17

Number of Employees

$2.1M

Revenue (est)

-43%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1.7M176%N/A
#2
$1.6M17-41%N/A
#3
$1.5M17325%N/A
#4
$2.6M170%N/A
#5
$2.1M17N/AN/A