We always act in the best interest of our clients.
This means providing unbiased recommendations that are designed to enhance their financial well being and understanding.
See What Our Clients Are Saying
We are incredibly confident working with Carla DosSantos and her team at Point B Financial. Carla consistently has our best interests in mind, treats us with the utmost respect and has been an integral part of our financial planning... Carla is a realistic optimist, always encouraging...
- Matt & Carollyn C
I give Carla and Point B my complete trust and confidence. I know they are guiding us in the right direction to surpass our financial goals.
- Shelley C
The transition from a professional career to retirement requires careful planning and guidance. The Point B Financial team has afforded me this service in a professional and disciplined manner.
- Dr. William G
As a partner to the Point B team in the financial industry, I have seen on countless occasions how they have been able to understand the needs of their clients, put together a plan and help those families achieve their financial goals.