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Reviews for Thrivepoint Financial
Add your commentThrivepoint Financial
200 Glastonbury Blvd Suite 105, Glastonbury
Directions Call Website Suggest an Edit200 Glastonbury Blvd Suite 105, Glastonbury
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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.
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.
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!