Towerpoint Wealth - Sacramento, California

Lee W. M. -. N. R. E.

Megan's management of our retirement fund has brought us a sense of comfort for the first time ever. The rate of growth 'ticked up' faster than what our previous fund managers delivered. And yes, this 'could be market timing'. But the thoughtful manner where Megan took the time and effort to explain her forecast was quite unique and comforting. Also as thorough as we had ever experienced previously. We know there are no guarantees...in the market or in life. But in both scenarios, applying well thought out strategies and plans is sure to be far superior to a passive approach.

Katie E.

I'm thoroughly impressed with the personal time and attention I have received with Towerpoint Wealth - and bottom line, the positive results. I feel fully confident my goals and needs are heard and are taken into account with every step. Joseph and his team are quick to respond to all my questions, and after having experience with many other financial institutions/planners over the years, I cannot recommend Towerpoint Weath enough - I'll never leave!

Gerardo C.

Since winding down and now retired we have moved nearly all of our stock portfolio and cash assets to Towerpoint Wealth and have found the transition convenient and easy. Joseph Eschleman and his team have been very informative and are managing our funds to allow for a balanced conservative growth. If you want to focus more time for family and retirement, we recommend Towerpoint Wealth to manage your funds.

Gerardo and Jennie Calvillo

Dan E.

We’ve been clients of Joe Eschleman for more than 20 years for good reason— Joe is great! He has overseen the significant growth of our estate and helped set up a wonderful retirement for us. Not only is Joe a good “ money man” he’s a good man all around. He explains well our options, lists our choices, and listens to all of our concerns. In addition, his staff at Towerpoint has assisted us numerous times with various requests. I highly recommend Towerpoint Wealth to help establish your route to retirement!

Gabe M.

If you need top-tier financial planning and tax expertise, Towerpoint Wealth is the place to go. From the start, I experienced unmatched professionalism and knowledge.

Steve Pitchford, CPA and CFP®, stands out with his expertise in both tax and financial planning. His strategic, personalized advice gave me confidence that my finances are in excellent hands. Steve’s ability to integrate tax planning with investment strategies is invaluable.

The Towerpoint team is responsive, attentive, and truly cares about client success. They provide clear, detailed financial and retirement plans tailored to individual needs. Their comprehensive approach to wealth management goes beyond numbers, focusing on improving overall quality of life.

Towerpoint’s robust tax planning platform and educational resources keep me informed about the latest financial trends. Their commitment to client satisfaction and success is evident in every interaction.

In summary, Towerpoint Wealth offers exceptional financial guidance with a personal touch. I highly recommend them for anyone seeking comprehensive and strategic financial planning.

Thank you, Towerpoint Wealth, for making financial planning seamless and empowering!

Raju K.

Working with Joe and the team at Towerpoint has been an absolute pleasure. Their expertise and dedication to guiding me towards a secure retirement have been invaluable. I highly recommend Towerpoint Wealth for anyone looking for top-notch retirement planning services.

Savage G.

I can not express how satisfied I am with Mr Jonathon La Turner. I met Mr La Turner 18 years ago I went into a local branch and opened a CD for my grandaughter it was the first interaction with this young man he was so well mannered and so efficient when i got home I wrote the CEO how satisfied I was. Mr La Turner advanced quickly and became a financial advisor I had my money with an advisor who never told me anything, my account kept getting smaller! Mr La Turner Not only has continually had my account grow! He has Excellent customer service skills and continually follows up and relays data! I requested some data from Mr La Turner last week I am in San Francisco and he was in Sacramento he took a train and a bus to meet with me! Like always a pure pleasure seeing him! He has a gift of just making you feel good. He is also one of the smartest brightest young individuals I have ever met! If anyone is looking for a financial advisor I highly recommend him! Thanks Jonathan for another job well done!

Jim B.

Getting close to retirement age (a few years away)and I have faithfully contributed to my 401k and have been making my own investment/allocation decisions. I am a buy and hold investor- never sold in a downturn and tried not to invest in an upturn market. I would reevaluate my positions twice yearly. I have always had a hard time selling to reap profits. Wisdom states to become less aggressive as one nears retirement so I soul searched and determined that is what I must do for my retirement years and an investment advisor would be in my best interest.
I did my due diligence by searching multiple sites/firms and even interviewed a few. I highly recommend you do the same.
One of the firms was Towerpoint Wealth.
Going in I had the usual emotions-anxiousness, a feeling of wasting my time again, wondering if they would fit my investment style, etc.
Immediately upon entering their office I felt invited and welcomed. Jonathan and Steve introduced themselves before I even had a chance to meet Joseph.
On our first meeting Joseph was very knowledgeable, addressed my concerns, interests, and asked about my goals, plans, and future visions.
On my next meeting with Joseph I was presented with a game plan on a white board addressing how the firm can help with my goals and lifestyle wishes. Very impressive. This company fit my investment style and temperament (Is there such a thing?) As a small fish in the ocean they made me feel like a large fish.
So, after about 2 years of searching, Towerpoint Wealth is my personal decision. I don’t think you could do yourself a disservice by putting Towerpoint on your interview list.
As I am a fairly new client to their service I will update my review down the line as the situation warrants.
So far a great start and have complete confidence it will be a great relationship.
Best wishes on your journey also. Jim
P.S. Shout out to Lori for her excellent communication informing me of any needs/concerns.
Update: No longer a client as of 3/24. Nothing personal just didn’t fit my investment strategy over the year I was with them.