Our Company

Northpoint Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our team consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your Financial Professionals, we realize that every client has a specific need based upon their situation.

At Northpoint Financial Group we identify those needs and customize a strategy to help fulfill those objectives.

We believe the best financial strategies are comprised of three key components:

1. Investment Management
2. Tax Reduction Strategies
3. Estate Planning

Investing in today’s markets is complex and challenging; therefore, we address your age, time frame and risk tolerance to compose a suitable diversified portfolio to help maintain a comfortable balance between risk and reward as you pursue your goals.

At Northpoint Financial Group we identify those needs and customize a strategy to help fulfill those objectives.

Northpoint Financial Group is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an e-mail or give us a call at (630) 946.0800.