Northpoint Financial Group

Jen L 

on Google

5 years ago

I'd gotten a new job, and my 401k was still in my old jobs financial institute, which is Northpoint Financial Group. I contacted my financial advisor, Mark, who told me to call him and that "we'd talk." Many unanswered emails, phone calls and texts later, I finally got him on the line. He told me (this is after a week) that he had nothing to do with my rollover and that I should keep my money there for a while. I asked why and he said, "who knows how long you'll stay at your new job," and I said, "No, I'm staying here" and h... read more

Jen Labriola 

on Google

6 years ago

I'd gotten a new job, and my 401k was still in my old jobs financial institute, which is Northpoint Financial Group. I contacted my financial advisor, Mark, who told me to call him and that "we'd talk." Many unanswered emails, phone calls and texts later, I finally got him on the line. He told me (this is after a week) that he had nothing to do with my rollover and that I should keep my money there for a while. I asked why and he said, "who knows how long you'll stay at your new job," and I said, "No, I'm staying here" and h... read more