Turning Point Financial Inc

Turning Point Financial Inc Reviews

Excellent rating
     
5.0 | 13 reviews
Trustindex Verified Company
Turning Point Financial Inc
Write a review

Reviews

Trustindex

5.0

| 13 total

13 pcs
0 pc
0 pc
0 pc
0 pc
Source filter
GreenSpace Lawncare
GreenSpace Lawncare 2025.07.24
     
High quality wealth management
Joshua Francia
Joshua Francia 2025.05.07
     
Mark is a man of high integrity, high ethics and strong character. Everything you'd want in a financial planner, plus he is very patient, kind and easy to work with when discussing different scenarios and options. Mark's helped my wife and me plan for our future and ensure that our kids college and our retirement plans are on track. I highly recommend Mark.
Reply from Turning Point Financial Inc 2025.05.07
Thank you for the great review Josh! It's always great to work with you, and I look forward to seeing you reach all of your goals!
Victoria Kenison
Victoria Kenison 2025.03.19
     
Great company!!
Reply from Turning Point Financial Inc 2025.05.07
Thank you! We have amazing customers like you!
Ms. M
Ms. M 2025.02.20
     
I really appreciate the work they have done in helping me prepare for the future. Mark has been so good about answering all my questions. And I have had lots of questions.
Reply from Turning Point Financial Inc 2025.02.20
Thanks for the kind review! Questions are always welcome!
Advertisement
Alice Janet Starkey
Alice Janet Starkey 2024.02.06
     
Mark, thank you so very much for providing that information I needed and going the extra mile to research it for me. I appreciate all that you do. AJ S
Reply from Turning Point Financial Inc 2025.01.17
You’re welcome Alice! Thanks for being such a great client and friend!
Spencer Sauce
Spencer Sauce 2023.07.31
     
The hour long conference call was perfect to answer all my questions that I had. The advice given was accurate and succinct. If you have any questions on where to start financially, and more, Id definitely recommend setting up an appointment.
Reply from Turning Point Financial Inc 2025.01.17
Thanks for the review Spencer!
Garry Elms
Garry Elms 2020.03.14
     
I would like to give a response to the help and advice I received from Mark. He gave me the best info I needed to make the best decision in my situation.I retired early due to physical issues and he gave me the clarity I needed to make the best decision.He saved me thousands in fees.I didn't get that from info from the "professionals"that I turned to help me when I needed an impartial opinion. The tax knowledge he has...helped me immensely. He truly has his clients best interests in mind.
Reply from Turning Point Financial Inc 2020.03.14
Thank you for the review Garry! I’m glad I could help, and I know you’ll have a great retirement!
Bill noble
Bill noble 2019.10.12
     
Did a lot of research looking for a fiduciary to review my retirement status. Didn't want anyone who was "sales first". Mark did a great job. Very thorough. After giving us a detail report on our retirement status, we asked him for advise on two 401K's we had from a previous employer. He found an annuity with a great return to roll them over... and use in our later retirement years for extra income. I recommend Mark highly! Bill - Indian Land
Reply from Turning Point Financial Inc 2019.10.14
Thanks for the review Bill! I love being a fiduciary for my clients. I know you and Judy will have a wonderful retirement!
Advertisement
Andy Kerestes
Andy Kerestes 2019.05.29
     
Mark is good at listening and determining what you need. He is very pleasant to work with and very empathetic to your needs. he lays everything out in front of you and gives you options but doesn't tell you exactly what you have to do and he doesn't sell you anything. I highly recommend mark.
Reply from Turning Point Financial Inc 2019.10.14
Thanks for the review Andy! Let me know if you ever need some more help.
Ronnie Fox
Ronnie Fox 2019.04.01
     
I moved to South Carolina 3 years ago and met Mark through a church calling. After finding out his job was a financial planner, I realized right away I wanted him to care of money I inherited from my parents. Not having a lot of knowledge in this area, I was grateful to have Mark come to my house and help me take care of everything. He explained and took care of all the massive paperwork for us. It’s great to have Mark as a friend and an expert in his field. I would recommend him to anyone needing help with their finances.
Reply from Turning Point Financial Inc 2019.04.01
Thank you for the review Ronnie! You and Beth are well on your way to a successful retirement!
John Haake II
John Haake II 2019.03.10
     
Mark has been instrumental in helping with my financial planning and understanding of investment strategies. Highly responsive and proactive, Mark has helped me plan short- and long-term strategies that affect the market both politically and cyclical and what investment vehicles are best suited for my goals. In sharing my goals and liquidity, Mark has been able to suggest options that I normally would have absolutely no clue about. In so doing, I understand more about possible outcomes and can make intelligent choices based on his experience and expertise. I am genuinely appreciative for this and to continue working together in the future.
Reply from Turning Point Financial Inc 2019.03.11
Thanks for the review John! I have enjoyed working with you and I am so impressed with your entrepreneurial drive as an investor and in your own business. If you need a Workday expert, call John at dayII Consulting!
Dale Sutherland
Dale Sutherland 2019.01.22
     
Mark is knowledgeable in all aspects of financial planning. He is patient and takes the time to thoroughly review the numerous financial vehicles available to ensure he understands and can meet the needs of his clients. Mark helped me enact a plan that meets my short and longer term goals. He is proactive and stays in touch to ensure my plan remains on target or requires adjustments. I now have financial security for my retirement years. I am dept free, have reserve funds, sufficient emergency reserve funds, and my retirement funds are maximized. I trust Mark completely and recommend him 100%..
Reply from Turning Point Financial Inc 2019.01.26
Thank you Dale! It’s great to have you as a client and a friend. I look forward to seeing you enjoy your retirement.
Advertisement
peggy baum
peggy baum 2019.01.16
     
I have known Mark Kenison for more than fifteen years. My husband, knowing he would not be around long term, chose Mark (after investigating others) to manage our portfolio. He had complete confidence in his honesty, integrity and skill. My husband was a businessman and an excellent judge of character. He wanted my finances to be protected in his absence. He departed ten years ago. In that time Mark has conservatively grown the portfolio and purchased annuities that have a component of long term health care, if needed, still retaining the capital for growth. I am now 84 years old and feel my financial future is secure with Mark's management. He has become a good friend, confidant and councilor. I look forward to many more years as a client.
Reply from Turning Point Financial Inc 2019.01.17
Thank you Peggy! It's been great to work with you and Bob over the years. I'm looking forward to the future and hope I can travel like you do when I'm your age!

Skyrocket Your Sales with Customer Reviews. No coding required.

Create a Free Account