WealthPoint Financial Planning, specifically Kevin Arquette, has provided me with unparalleled peace-of-mind.
Yes, the financial tools provided to self-monitor my investments are state-of-the-art and easy to use, but the human element is what makes me a most satisfied client. Kevin truly KNOWS me and, through frequent discussions, we assess my Portfolio performance as well as any budgetary or life changes that may warrant restructuring. Kevin listens. He knows and remembers what is going on in my life. He understands what is important to me. I feel confident knowing that the Portfolio he built for me is specific to my needs, and personalized for both short and long term goals - even including contingencies for known and unknown health considerations.
Unlike prior experiences with other firms, not only do I feel valued and respected here, I have an open and honest rapport with Kevin and he is available to me whenever I need his sage advice. Even in these turbulent times, I know that my investments are managed effectively and are working for me.
I wholeheartedly, and without reservation, recommend WealthPoint. If you want to feel that a highly-skilled, market-savvy Advisor can also be a friend - who has an investment in YOU - then this is the firm you have been looking for.
-Deborah Green, May 8th 2023
-The statement was provided by Deborah Green, May 8th 2023 . This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Our partnership with Wealth Point Financial Planning and Kevin Arquette has been crucial to us as we enter into this next phase of our lives which includes retirement. Having regular meetings with Kevin has kept us on track in meeting our financial goals. In addition, it has taken the worry away, knowing that he has our best interests in mind when investing our money. After our very first meeting, Kevin was able to offer suggestions and tweaks to our existing financial plan that resulted in significant tax savings. Receiving the quarterly Market Updates and regular emails from Kevin has kept us informed, increased our knowledge and has given us a certain peace of mind knowing that we won’t be in the dark. Our only regret is that we did not develop the relationship sooner. Being able to log onto WealthPoint’s new website is a bonus as it allows us easy access to our investment accounts. We look forward to a long relationship and never hesitate to refer friends and family without reservation.
-Victoria & Eric Behm, April 21st 2023
-The statement was provided by Victoria& Eric Behm, April 21st 2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed
The seamless transition to the new firm. Our money was moved within a week and Kevin quickly rebuilt our financial plan in the new robust portal and set up a meeting to review and explain the new portal and how to read the reports. Before the transition to the new firm, we were sent information to help us understand the companies’ goals and financial backing. Kevin answered any questions on the transition to the new firm and how it would be managed. Knowing our financial planner returns our emails and calls in a timely manner. Kevin does pride himself to ensure a positive experience with his clients. He listens to your unique plan that you would like to establish for your family, and he meets regularly with us to answer all our questions. He sends out a monthly newsletter with an analysis of the markets. The reports in the new portal are more user friendly.
-Gordon & Debbie Wilson, April 21st 2023
-The statement was provided by Gordon & Debbie Wilson, April 21st 2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed
Kevin really seemed like family almost from the get go. We did a lot of research and interviewed a few firms. We felt most comfortable with the information we were getting from this firm. The others did not want us to take any of the examples they gave us away from the meetings – leaving us with the feeling of what are they trying to hide. Kevin on the other hand was generous with information and made us feel like he would like our business, but he was definitely not a “Used Car Salesman”. I feel that our trust has definitely been well placed.
I feel very satisfied with how WealthPoint has looked after our finances and is very open with all the information they have and how they come to decisions they do. I feel so much better about my retirement being handled so that I don’t have to worry.
I recommend Wealthpoint, and Kevin specifically to anyone I speak with that has investing or retirement planning questions. I know he will be as open and honest with them as he is with us, even if they don’t end up using the firm.
-Robin & Arthur Baisley, April 20th 2023
-The statement was provided by Robin & Arthur Baisley, April 20th 2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Kevin is a very knowledgeable advisor who goes the extra mile for his clients. We appreciate his patience, kindness, and thoroughness that he gives to each appointment and are confident that he looks out for our best interest.
-Dolores & Mirko Rundek, May 6th 2023
-The statement was provided by Dolores & Mirko Rundek, May 6th 2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed
Working with Kevin has been wonderful. It has allowed us to enjoy peace of mind knowing that he will always do his utmost to protect our assets. He always keeps us informed of all things concerning our account. He has always answered any questions that we have asked. We could not ask for anything better.
-Sincerely Joe and Sue Saranko
-The statement was provided by Joe and Sue Saranko, April 21st 2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
We have been very happy since moving our investments to Kevin at Wealth Point Financial Planning. We trust and respect Kevin to steer us to achieve and manage our retirement goals. We value his expertise and commitment in developing a path that works for us within our risk tolerance. He doesn’t try to force us into a cookie cutter approach that so many others use. He suggests creative solutions that meet our individual requirements and is very responsive to our financial decisions.
-Debby and Wendall, April 29th 2023
-The statement was provided by Debby and Wendall, April 29th 2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed
The reason I enjoyed this firm is I can call my Advisor any time and always responds quickly, always willing to help no matter the problem, for sure exceeding my expectations, I have the peace of mind he has my best interest, and I definitely will recommend to anyone.
-Arnoldo Martinez, April 20th 2023.
-The statement was provided by Arnoldo Martinez, April 20th 2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed