by Point B Financial Inc. | Apr 28, 2023 | Blog
Today I am overjoyed, and infinitely grateful, to be celebrating a special milestone in my career. Exactly twenty-five years ago I ventured into the financial industry, with a burning passion to make a positive impact on people’s lives by helping them realize...
by Point B Financial Inc. | Oct 22, 2022 | Blog
Life goals are important. I would like to share with you the reasons behind our name “Point B Financial”, and why having a Point B is so important in your life to reach your goals. There are three steps to attaining those goals: Define your Mission: The Road from A...
by Point B Financial Inc. | Sep 4, 2022 | Blog
Janus, the Roman god of doors and transitions, was always portrayed with two faces – one looking backward, and one looking forward. We too need to use the turning of the year to look back in assessment, and to look forward in anticipation. We can benefit, at...
by Point B Financial Inc. | Nov 7, 2021 | Blog
Five years ago, Kelly O’Hagan joined the Point B Financial team. Kelly continues to add WOW factor to our service model and is the definition of an amazing associate. Thank you, Kelly for joining our “Point B Financial Dream Team” and for always having my back....
by Point B Financial Inc. | Oct 20, 2021 | Blog
We are thrilled to welcome, as the newest member of the Point B Financial family — Jody Kovacs. Jody has been a part of the financial services industry since 1993. She joins Point B Financial as our new Executive Administrative Assistant, which will put her strong...
