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Unveiling Our Newly Redesigned Website! Thumbnail

Unveiling Our Newly Redesigned Website!

Today, as I celebrate my personal milestone of exactly 25 years in the financial industry, I'm thrilled to announce the launch of our new Point B Financial website!

Our redesigned website features a brand new look, with intuitive navigation, updated resources and timely articles — all on a mobile-friendly platform. We hope you will find it an easier way to quickly and efficiently access the tools and information you are seeking.

Our goal with this redesign was to provide clients and visitors with a simple way to discover more about our financial strategies and solutions. We have also added a new Client Resources section, made "especially for you”, as a one-stop-shop for your financial tools and account logins. Please be sure to take a look, and bookmark the page for future use.  

We hope you like the changes.  Our website’s content will be regularly updated with helpful information, relevant articles and company announcements to keep you informed.

We will be delighted to receive any feedback or testimonials which you may wish to offer. We also invite you to follow us on LinkedIn and welcome your Google reviews!

NOW, LET’S HAVE SOME FUN! Here is your chance to win a gift basket from Point B Financial. While you are browsing through our newly designed website, discover three hidden “Easter eggs” throughout our website by hovering over select phrases.   You have three chances to win.


  1. Learn more about the team and our values
  2. Understand what we can do for you
  3. It’s your one-stop-shop  

Thank you for your continued support and partnership. We look forward to providing you with exceptional service and support into the future.