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Led by Scott Livingston, the 5 Point Financial team is the key element in the creation of the unique, customized planning and wealth management solutions that our clients depend on. Behind the scenes our investment managers, brokers, compliance professionals, insurance agents, estate planning and philanthropy experts all contribute to the ongoing support of our clients. Together we help you simplify your financial life so you can spend more time cultivating what's important to you, as you define it.
11830 NE 195th St, Kirkland, WA, 98011, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Scott and the team at 5 point have are the only financial advisor's I've ever had (and hopefully ever will have). The performance of my funds has exceeded my expectations, but more importantly, they treat you like a person, not a dollar sign!! They are friendly, knowledgeable and willing to answer all my dumb questions. Their approach is intuitive, they offer up advice when you need it and they tell you THE TRUTH!
Scott has done a wonderful job. The tools he provides along with his expertise are invaluable to anyone wanting to track, and plan your financial wealth. I highly recommend Scott and 5 Point Financial!
5 Point Financial Group Inc has a 5 star rating with 2 reviews.
5 Point Financial Group Inc is closed now. It will open at 9:00 a.m.
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