Thrivepoint Financial - Glastonbury, Connecticut

Introduction to Thrivepoint Financial

Thrivepoint Financial, located at 200 Glastonbury Blvd Suite 105, Glastonbury, CT 06033, United States, is a distinguished financial planning and advisory firm. With a phone number available at 8608159041 and an accessible website thrivepointfinancial.com, they stand out as a reliable source for financial expertise. Their commitment to accessibility and customer satisfaction is evident from the numerous positive reviews they have received.

Location and Accessibility

Conveniently situated in Glastonbury, Connecticut, Thrivepoint Financial demonstrates its commitment to client comfort with an accessible parking lot, an entrance that is wheelchair-accessible, and a toilet that caters to all visitors. These amenities ensure that everyone, regardless of physical ability, can access their services comfortably and without hassle.

Expertise and Specialties

Thrivepoint Financial specializes in providing top-tier services through their team of Financial Planners and Financial Advisors. Their expertise encompasses a wide range of financial services tailored to meet individual needs. Clients can expect personalized advice and strategic planning to help them achieve their financial goals.

Appointments and Reviews

For those considering scheduling a consultation, it's recommended to book an appointment. This ensures a focused discussion with a professional. Thrivepoint Financial has garnered a remarkable reputation, as evidenced by their 17 reviews on Google My Business, with an impressive average rating of 5/5. This feedback speaks volumes about the quality of service provided by Craig and his staff, who are celebrated for their judgment, patience, and clarity.

Contact Information and Recommendations

Should you be in search of professional financial guidance, Thrivepoint Financial is a prime choice. Their website offers a comprehensive overview of their services and can be a great starting point for anyone interested in learning more. Remember to reach out via their phone number 8608159041 or through their website for more information or to schedule an appointment. Given the accessibility features and positive client experiences, it's clear that Thrivepoint Financial is dedicated to providing a welcoming and effective financial planning experience.

👍 Reviews of Thrivepoint Financial

Denise W.

5/5

Craig and the staff at Thrivepoint Financial have been fabulous! I have been consulting with Craig for several years and have come to trust his judgment and appreciate his patience and clarity when I have questions. The staff is helpful and prompt to get things done. I love that Thrivepoint is able to offer both in-person and virtual visits to accommodate my schedule.

ines S.

5/5

Craig is excellent in his approach. He offers guidance, alternatives, suggestions, and recommendations. He is clear and explains thing thoroughly. He is able to grasp the needs of our family and help guide us to achieve the goals that are best for us. No “one way is the only way” with him. He is detail oriented and clear that he will help us with detailed plans for our goals. Excellent communication and timely with responses. Great job, Craig!

Cynthia H.

5/5

If looking for great financial advice, Craig, John, and Kimberly at Thrivepoint Financial provide just that. They focus on truly considering personal needs and future plans to build a wealth management plan. They are very responsive to requests and questions and meet regularly to discuss potential changes and/or ensure the strategy is working well. Staff are also responsive and supportive. For personalized service and successful strategies, I strongly recommend Thrivepoint Financial.

George P.

5/5

Craig and his team have been awesome to work with ! From
retirement planning to, now, four years into retirement ! These guys helped with all of it and are always there for us! Thanks Thrivepoint!

Linda A.

5/5

Craig is the most ethical and professional financial planner I have ever worked with. As a Certified Financial Planning company owner, he not only helps me grow my financial portfolio but he looks out for his client's well-being beyond their portfolio. He demonstrates true character to his customers, is transparent, proactive and innovates together. He is extremely customer focused, taking whatever action necessary, big or small, to help ensure his clients' current and future financial stability. I highly recommend Craig.

Steven R.

5/5

As an Elder Law Attorney, I meet with Financial Planners all the time, but having worked with Craig, I feel like he spoils me. Craig is absolutely prepared for every meeting to go over the client's wishes, discuss their options with them, and has taken the time to learn their estate plan's inside and out so he can show them how it all works together. His patience in explaining the options and keeping everyone informed is all you can ask for. Without hesitation, I recommend Craig and his team.

Russell S.

5/5

Thoughtful and individualized investment planning. Thrivepoint is customer focused and in regular communication with their clients.

allwoodmike

5/5

Im writing this review to really give a special thanks to the team at Thrivepoint Financial. The services your company have been providing me and my business are simply fantastic and extremely profitable. As you know we work very very hard for our income daily and there is no other financial company i would ever trust more with our future! Thank you Thrivepoint Financial. Your are the best!