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FocalPoint Wealth Management
Phoenix, Maricopa

Financing specialist
 : 
FocalPoint Wealth Management

Phoenix, Maricopa

Prices

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About FocalPoint Wealth Management
Professional experience
FocalPoint Wealth Management is a reputable private wealth management firm based in Phoenix, Arizona. Established in 2016 by Chris Urness, CFP® ChFC® AAMS®, FocalPoint specializes in providing comprehensive financial planning, wealth management, investment solutions, retirement planning, and insurance services. With a clear mission to prioritize clients' financial objectives, FocalPoint Wealth Management is committed to offering personalized and tailored strategies to ensure that their clients' future is their main focus. Chris Urness, as the CEO and Wealth Advisor, brings a wealth of expertise and experience to the table, allowing clients to benefit from his extensive knowledge in investment and financial planning. At FocalPoint, they understand that retirement planning can be complex and overwhelming. Recognizing the importance of qualified-retirement plans and Social Security benefits in securing a comfortable retirement, the team at FocalPoint is dedicated to guiding individuals and families through the intricacies of these programs. By working closely with a financial professional from FocalPoint, clients gain access to invaluable resources and solutions to untangle the complexities of retirement planning. One of FocalPoint's main specialties is delivering comprehensive financial planning services. They understand that each individual has unique financial circumstances and everyone's goals are different. That's why FocalPoint takes a personalized approach, tailoring their strategies to fit their clients' specific needs, whether it's investment management, wealth accumulation, or risk management. With a focus on building long-lasting client relationships, FocalPoint Wealth Management takes pride in being a trusted financial partner. They offer a wide range of investment solutions and provide expert guidance to help clients navigate through various market conditions. Their goal is to empower clients to make informed financial decisions and achieve their long-term wealth objectives. Additionally, FocalPoint offers insurance services to protect their clients' financial well-being. By assessing individual risk profiles, they design customized insurance solutions that safeguard assets, income, and loved ones, ensuring that clients have a comprehensive safety net in place. As a privately-held firm, FocalPoint Wealth Management is committed to providing exceptional service and establishing a reputation for excellence within the Phoenix community. With a strong emphasis on client satisfaction, they aim to deliver results that exceed expectations. If you are looking for a dedicated wealth management team that puts your financial aspirations first, FocalPoint Wealth Management is the right choice. Contact Chris Urness, CFP® ChFC® AAMS®, the CEO and Wealth Advisor at FocalPoint, and experience the benefits of working with a trusted and experienced financial professional. Plan for your future with confidence and let FocalPoint be your guide on the path to financial success.

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Location

Phoenix, Maricopa (85050)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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