Chris Gorman - Focalpoint Financial Group

Open
Call
Website
1726 Dolphin Ave
Kelowna, BC V1Y 9R9
+1 (250) 863-2952
http://www.focalpointfinancial.ca

FocalPoint Financial Group, based in Kelowna, BC, specializes in personalized financial planning for a diverse range of clients, including business owners, professionals, families, and women facing unique financial challenges. Their experienced team, which boasts a variety of credentials, is dedicated to integrating personal and business objectives, allowing clients to confidently navigate life's transitions and achieve long-term financial goals.

With a commitment to tailored strategies rather than one-size-fits-all solutions, FocalPoint aims to build wealth, minimize tax impact, and mitigate risk for its clients. Through complimentary consultations, the firm fosters partnerships that inspire financial confidence and support clients at every stage of their financial journey.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Business services, nec, nec, Services, nec, nec

Freedom 55 Financial

Canada Life Assurance Company in Kelowna, BC is a well-established insurance provider offering a range of financial products and services to individuals and businesses. With a focus on providing protection and financial security, the company aims to help its customers plan for the future and navigate life's uncertainties. Generated from their business information
Business services, nec, nec, Services, nec, nec

Scotiamcleod

ScotiaMcLeod in Kelowna, BC is a financial services firm that offers investment advice and wealth management services to individuals and businesses. With a team of experienced advisors, ScotiaMcLeod assists clients in creating personalized financial plans tailored to their unique goals and objectives. Generated from their business information
Business services, nec, nec

Thom & Associates Financial Planners

Thom & Associates Financial Planners is a reputable firm based in Kelowna, BC, specializing in providing comprehensive financial planning services to individuals and businesses. With a focus on personalized strategies and expert guidance, the team at Thom & Associates assists clients in navigating the complexities of investment management, retirement planning, and wealth preservation. Generated from their business information
Canada›British Columbia›Kelowna›Chris Gorman - Focalpoint Financial Group

Partial Data by Foursquare.