Towerpoint Wealth - Sacramento, California

Address: 500 Capitol Mall #2060, Sacramento, CA 95814.
Phone: 64059140.
Website: towerpointwealth.com
Specialties: Financial planner, Financial advisor, Financial consultant, Investment company.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended, On-site parking, Paid parking garage.
Opinions: This company has 87 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Towerpoint Wealth

☎️64059140

⏰ Open Hours of Towerpoint Wealth

Monday: 7:30 AM–4 PM
Tuesday: 7:30 AM–4 PM
Wednesday: 7:30 AM–4 PM
Thursday: 7:30 AM–4 PM
Friday: 7:30 AM–4 PM
Saturday: Closed
Sunday: Closed

Overview of Towerpoint Wealth

Located at 500 Capitol Mall #2060, Sacramento, CA 95814, Towerpoint Wealth stands out as a premier financial planning and investment firm. With an accessible phone number of 64059140 and a comprehensive website at towerpointwealth.com, potential clients can easily reach out for expert financial advice. The firm specializes in offering services such as financial planning, financial advising, financial consulting, and operates as an investment company, catering to a wide range of financial needs.

Key Features and Accessibility

What sets Towerpoint Wealth apart is not just its expertise but also its commitment to client convenience and accessibility. The office is equipped with wheelchair accessible features including entrance, parking lot, restroom, and seating. This inclusivity ensures that every client, regardless of mobility, can receive personalized financial guidance without any barriers.

In terms of services, Towerpoint Wealth offers both online appointments for those who prefer the flexibility of virtual meetings and onsite services for clients who value personalized consultations. An appointment is required and recommended for a tailored experience, highlighting the firm's dedication to delivering quality service. For added convenience, parking is paid but guaranteed at their on-site garage.

Client Satisfaction and Expertise

The firm has garnered high praise from its clients, with an impressive 87 reviews on Google My Business accumulating an average rating of 5/5. Clients like Megan commend the firm for its proactive and thoughtful approach to financial management. Reviews often mention the comfort and clarity provided by professionals like Megan, who takes the time to explain forecasts and strategies in a comprehensive manner. This personalized touch, combined with a focus on strategic planning rather than passive investment methods, has resulted in significant growth and client satisfaction.

Recommendation for Potential Clients

For anyone seeking reliable financial planning and investment services, Towerpoint Wealth is a standout choice. Their ability to cater to diverse financial needs with a commitment to accessibility and client comfort makes them a top recommendation. To experience their expertise firsthand, consider scheduling an appointment via their website. Whether you're looking to grow your retirement fund, manage investments wisely, or simply seek guidance on your financial future, Towerpoint Wealth offers the knowledge and personalized service to help you achieve your goals.

Their online and onsite services, coupled with a wheelchair accessible environment, ensure that every client feels welcome and supported. With a paid parking garage available, you can focus on what truly matters – your financial future. Contact them today through their website to take the first step towards financial security and peace of mind.

👍 Reviews of Towerpoint Wealth

Towerpoint Wealth - Sacramento, California

Lee W. M. -. N. R. E.

5/5

Megan's management of our retirement fund has brought us a sense of comfort for the first time ever. The rate of growth 'ticked up' faster than what our previous fund managers delivered. And yes, this 'could be market timing'. But the thoughtful manner where Megan took the time and effort to explain her forecast was quite unique and comforting. Also as thorough as we had ever experienced previously. We know there are no guarantees...in the market or in life. But in both scenarios, applying well thought out strategies and plans is sure to be far superior to a passive approach.

Katie E.

5/5

I'm thoroughly impressed with the personal time and attention I have received with Towerpoint Wealth - and bottom line, the positive results. I feel fully confident my goals and needs are heard and are taken into account with every step. Joseph and his team are quick to respond to all my questions, and after having experience with many other financial institutions/planners over the years, I cannot recommend Towerpoint Weath enough - I'll never leave!

Gerardo C.

5/5

Since winding down and now retired we have moved nearly all of our stock portfolio and cash assets to Towerpoint Wealth and have found the transition convenient and easy. Joseph Eschleman and his team have been very informative and are managing our funds to allow for a balanced conservative growth. If you want to focus more time for family and retirement, we recommend Towerpoint Wealth to manage your funds.

Gerardo and Jennie Calvillo

Jim B.

5/5

Getting close to retirement age (a few years away)and I have faithfully contributed to my 401k and have been making my own investment/allocation decisions. I am a buy and hold investor- never sold in a downturn and tried not to invest in an upturn market. I would reevaluate my positions twice yearly. I have always had a hard time selling to reap profits. Wisdom states to become less aggressive as one nears retirement so I soul searched and determined that is what I must do for my retirement years and an investment advisor would be in my best interest.
I did my due diligence by searching multiple sites/firms and even interviewed a few. I highly recommend you do the same.
One of the firms was Towerpoint Wealth.
Going in I had the usual emotions-anxiousness, a feeling of wasting my time again, wondering if they would fit my investment style, etc.
Immediately upon entering their office I felt invited and welcomed. Jonathan and Steve introduced themselves before I even had a chance to meet Joseph.
On our first meeting Joseph was very knowledgeable, addressed my concerns, interests, and asked about my goals, plans, and future visions.
On my next meeting with Joseph I was presented with a game plan on a white board addressing how the firm can help with my goals and lifestyle wishes. Very impressive. This company fit my investment style and temperament (Is there such a thing?) As a small fish in the ocean they made me feel like a large fish.
So, after about 2 years of searching, Towerpoint Wealth is my personal decision. I don’t think you could do yourself a disservice by putting Towerpoint on your interview list.
As I am a fairly new client to their service I will update my review down the line as the situation warrants.
So far a great start and have complete confidence it will be a great relationship.
Best wishes on your journey also. Jim
P.S. Shout out to Lori for her excellent communication informing me of any needs/concerns.
Update: No longer a client as of 3/24. Nothing personal just didn’t fit my investment strategy over the year I was with them.

Savage G.

5/5

I can not express how satisfied I am with Mr Jonathon La Turner. I met Mr La Turner 18 years ago I went into a local branch and opened a CD for my grandaughter it was the first interaction with this young man he was so well mannered and so efficient when i got home I wrote the CEO how satisfied I was. Mr La Turner advanced quickly and became a financial advisor I had my money with an advisor who never told me anything, my account kept getting smaller! Mr La Turner Not only has continually had my account grow! He has Excellent customer service skills and continually follows up and relays data! I requested some data from Mr La Turner last week I am in San Francisco and he was in Sacramento he took a train and a bus to meet with me! Like always a pure pleasure seeing him! He has a gift of just making you feel good. He is also one of the smartest brightest young individuals I have ever met! If anyone is looking for a financial advisor I highly recommend him! Thanks Jonathan for another job well done!

Dan E.

5/5

We’ve been clients of Joe Eschleman for more than 20 years for good reason— Joe is great! He has overseen the significant growth of our estate and helped set up a wonderful retirement for us. Not only is Joe a good “ money man” he’s a good man all around. He explains well our options, lists our choices, and listens to all of our concerns. In addition, his staff at Towerpoint has assisted us numerous times with various requests. I highly recommend Towerpoint Wealth to help establish your route to retirement!

Gabe M.

5/5

If you need top-tier financial planning and tax expertise, Towerpoint Wealth is the place to go. From the start, I experienced unmatched professionalism and knowledge.

Steve Pitchford, CPA and CFP®, stands out with his expertise in both tax and financial planning. His strategic, personalized advice gave me confidence that my finances are in excellent hands. Steve’s ability to integrate tax planning with investment strategies is invaluable.

The Towerpoint team is responsive, attentive, and truly cares about client success. They provide clear, detailed financial and retirement plans tailored to individual needs. Their comprehensive approach to wealth management goes beyond numbers, focusing on improving overall quality of life.

Towerpoint’s robust tax planning platform and educational resources keep me informed about the latest financial trends. Their commitment to client satisfaction and success is evident in every interaction.

In summary, Towerpoint Wealth offers exceptional financial guidance with a personal touch. I highly recommend them for anyone seeking comprehensive and strategic financial planning.

Thank you, Towerpoint Wealth, for making financial planning seamless and empowering!

Raju K.

5/5

Working with Joe and the team at Towerpoint has been an absolute pleasure. Their expertise and dedication to guiding me towards a secure retirement have been invaluable. I highly recommend Towerpoint Wealth for anyone looking for top-notch retirement planning services.