DewPoint Financial Competitors

Pinnacle Financial Group is one of the largest independently owned mortgage companies in the Midwest. Pinnacle is actively involved in raising both debt and equity for commercial real estate developers and owners. Over the last several years Pinnacle has raised over $3 billion.

At Vantage Point Financial, we entirely believe in the power of the individual choice. We partner with our clients to develop a strategy and course of action based on each individual's personal values, current situation, needs, timeline, and comfort level. We Believe In Caring for our clients the way that we would want for ourselves—making them feel respected, informed, and heard. The importance of knowing our clients and their goals. We want to be just as excited about your dreams as you are. Treating clients like people, not portfolio balances. Having been in the business a long time, we have encountered lots of market cycles and can help keep you on an even keel through the ups and downs. Empowering clients to feel confident about their decisions. Whether you want to take a hands-on role in the investment process or want nothing to do with it, our goal is to make sure you sleep easily at night knowing your money is working effectively for you. Practicing time-tested financial approaches. As your needs or financial picture changes, we'll work with you to adjust your financial plan accordingly. Meet our Team: http://www.vantagepointfinancial.com/our-team Headquarters: Boston, MA and serving clients across the US The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Vantage Point Financial, LLC, 175 Highland Avenue, Suite 304, Needham, MA 02494. 617-208-8679. Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

We help our clients bridge the gap between their financial assets AND living a life of fulfillment and balance. We objectively advise clients on retirement, investment, college and insurance planning. Brad Rosley, CFP®, has been providing financial solutions to his client’s since 1986. He is the founder and President of FFG which opened in Glen Ellyn in 1996. He graduated from the University of Iowa in 1986 with a Bachelor’s Degree in Finance. He has been a Certified Financial Planner since 1990 and helping individuals with their financial decisions for over 25 years. Brad is a long standing member of the Financial Planning Association of Illinois (FPA®) holding several offices over the years. In 2009 he served as President and Chairman of the Board in 2010 of the 1,100 member Illinois Chapter of the FPA®. Cris Kalivas, CFP® began her career in financial services in 1987 on a municipal bond trading desk. She became the Head National Underwriter and underwrote hundred's of millions of debt for municipalities across the country. She transitioned to financial planning and now speaks frequently to groups on day to day financial issues as well as investments, taxes, insurance and retirement savings as well as running her financial planning practice. Her greatest desire is to educate and empower her clients. She holds a BA in Public Administration from Drake University and the professional designation of a Certified Financial Planner (CFP®). She is also a member of the Financial Planners Association of Illinois. Along with financial planning, Cris is actively involved with Young Life, Booster's, Cross Fit and spending time with her husband, four children and black lab, Sammy.