We are an independent financial firm that has been helping good people establish and maintain their long-term financial goals. If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.
We appreciate your interest in the Touchpoint Financial Advisor Group and sincerely look forward to serving you. 2,362 Boston wealth managers were considered for the award; 713 (31 percent of candidates) were named 2013 Five Star Wealth Managers. The criteria provided reflects the most recent year for which advisor received the award.
We appreciate your interest in the Touchpoint Financial Advisor Group and sincerely look forward to serving you. 2,362 Boston wealth managers were considered for the award; 713 (31 percent of candidates) were named 2013 Five Star Wealth Managers. The criteria provided reflects the most recent year for which advisor received the award.
Services
The people who work at Touchpoint Financial Advisor Group not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease. David Erwin is a personal financial advisor with the CFP(R) certification.
At Touchpoint Financial Advisor Group, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm! When you go to a big financial professional with a famous Wall Street name, you don't necessarily get that choice. While many big-name firms offer quality investment products, the ones that a financial professional can offer you are often chosen by a big corporation.
Before we work with you to implement a financial program, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way.
Most clients will use the Investor360°(R) button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. If you would like to access your account online but do not have login credentials, please contact our office for assistance.
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