Towerpoint Wealth

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

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!

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

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 gr

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!

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 inv

We have been long-term clients of Joseph since before Towerpoint Wealth was formed, and been very happy with the advice and stewardship of our investments. Towerpoint has put together a great team that has found a way to be both personal and professional. As we transition into retirement, we have enough confidence in Towerpoint Wealth to put our trust and financial future primarily in their hands.

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 abou

Joseph has been our financial advisor for several years. We enthusiastically followed him when he launched Towerpoint Wealth. We appreciate Joseph's perspective, balanced views, and shared options regarding investment strategies. Perhaps more important is Joseph's commitment to helping us reach our financial goals and his honed listening skills. We appreciate the service from Joseph and his responsive team and look forward to many more years of our partnership with Towerpoint.

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.

We have had Joseph Eschleman as our financial advisor since before he founded Towerpoint Wealth. We have so much confidence in him that we would follow him anywhere. He and his team continually provide top notch service. They are extremely professional, knowledgeable and personable. Being a fiduciary, I know Joseph is ultimately concerned about growing our money yet maintaining our financial security. We know we can count on him and his team to always do what is in our best interest. Joseph always stay

I have been one of Joseph Eschesleman's clients since I retired more than 15 years ago. He and his team have always impressed me with a sound strategy for my financial needs. In forming Towerpoint, he has brought in more professionals to handle all aspects of financial services. They are very knowledgeable and accommodating individuals. It's always been my feeling that you can believe in a company that has loyal long-time employees and Towerpoint does. I would not hesitate to recommend the Towerpoint

We have been clients of Joseph for many years and have continued on with Towerpoint Wealth since its inception. We feel confident working with Joseph, Steve and the rest of his great team building a strong financial plan to meet our goals and retirement needs. We trust and value their guidance, together we continue to build a strong relationship. It?s a great feeling knowing that you have a knowledgeable dedicated team looking out for you and your family.

Joseph was our financial planner for many years prior to his starting Towerpoint Wealth and has continued in that role since.? We greatly appreciated his expertise and guidance as we worked towards retirement.?He also provided solid advice and direction on managing our 401K funds before rolling them into IRAs. His management along the way has allowed us to enjoy our retirement with confidence.? Joseph has filled Towerpoint Wealth with quality and knowledgeable staff who have provided timely assistance for o

Joseph and his team are incredible. Joseph is extremely knowledgeable and responsive whenever questions come up. We rely on his expertise and contacts for all things money and finance related, most recently in regards to connecting us with a mortgage lender with the best rates and lowest fees for a new home purchase. He never disappoints and our family feels very secure knowing we have him in our corner. Thank you Joseph and Towerpoint Wealth for all that you do.

My wife and I have been very satisfied and happy in our association with Towerpoint Wealth. We have been clients with Joseph Eschleman for many years, When we started we were interviewed at length about our goals, and preferred style of investing. Those decisions have been faithfully and carefully followed. As a result we are much better off financially, and we feel very secure about our investments. We enjoy meeting with him personally for our quarterly review meetings. We would recommend his services to a

From our first meeting with Joseph, before Towerpoint Wealth was formed, we knew we had found someone we could trust with helping us plan our financial future as we approached retirement. Joseph has created a team that mirrors his highest level of professionalism, caring, attention to detail, and knowledge of the financial world. Retirement is wonderful. Having Towerpoint Wealth manage our retirement portfolio gives us peace of mind.

I've been a client of Towerpoint Wealth from its inception. I had worked with Joseph Eschleman before he started his own financial advisory firm and had felt confident in his advise not only for my mother, while she was alive, but also for me after my Mom passed away. Joseph is extremely professional and very responsive to his clients. He is an excellent listener and always has his client's best interest when suggesting investment strategies. He has grown his firm to include a variety of specialists tha

Steve Pitchford and the entire team at TowerPoint Wealth are remarkable at their craft. I have known and worked with the team since 2016. Their advice is measured, accurate and well thought out. I?d recommend this group to any family looking for a financial advisory relationship. They?re the best.

My wife and I have been clients of Joseph Eschleman for well over a decade including time prior to the formation of Towerpoint Wealth. Throughout this relationship Joseph and his associates have been professional, proactive, knowledgeable and resourceful. His assistance has been invaluable to us in building and refining our financial strategy. He and his team are always available and responsive and have been a great resource to our family including professional references outside Towerpoint including format

Our wonderful friendship & financial guidance relationship with Joseph Eschleman began 18 years ago, long before he formed Towerpoint Wealth. His personal integrity is as important to us as his excellent portfolio advice. He guided us during many family & professional milestones that led us to a secure retirement. He surrounds himself with colleagues of similar integrity & skill, important factors for us. He takes into account issues we care about, including climate change, social justice & corporate respon

We are so grateful for the caring and supportive guidance that Steve Pitchford and the team have provided. Not only has Steve used his expertise to set us on the path toward reaching our financial goals, but he has done it all in the most kind, responsive, and caring way imaginable. Steve Pitchford and the Towerpoint Wealth team are the best!

Joseph and his team of experts, allows our family to not worry about how to safeguard and manage our Living Trust. Joseph has guided us for more than 15 years with zero issues. We have recommended Joseph to friends and family and they are all extremely happy with Joesph and his team management of their portfolios.

We?ve been clients of Joe Eschleman for almost 20 years and are so grateful for the association. The team he has assembled at Towerpoint is fantastic and has always been quick to answer our questions and address any concerns. We have watched our accounts grow nicely over the years and put us in position to proceed with our retirement plans. Joe and his team have a great ability to explain complicated issues so that we are able to easily understand what is going on. That?s our professional assessment? our pe

We have trusted Joseph with our financial future for over 14 years. Given his track record with our investments we had no qualms about continuing on with him as he started Towerpoint Wealth. He surrounds himself with a staff that is extremely responsive and accommodating as well as endearing. The other professionals there add expertise and value that creates a full service experience. If there is something that you are interested in they will get you the materials, information or people to provide you wi

We are extremely pleased with our relationship with Joseph Eschleman and the entire team at Towerpoint Wealth! Each of the team members are very personable and always prompt and responsive to our contacts. When we have our annual sit down with Joseph Eschleman, he is both professional and personal as we evaluate our current financial investments as well as look ahead projecting future needs. We have the utmost confidence with Towerpoint Wealth to both protect our assets as well as provide wise counsel when

We have benefitted from the services provided by Towerpoint Wealth since Joseph started the company in 2017. Joseph had been our financial advisor for well over 10 years by then and my wife and I were already accustomed to and very comfortable with his well thought-out guidance, service, responsiveness and expertise. Most importantly Joseph, with the entire Towepoint team, understands our goals, risk tolerance and specific ethical investing values, and continually monitors and executes our customized financ

We?ve been clients of Towerpoint for over a decade. And while I?m sure we?re not their largest client, we are treated as though we are. Joseph cares about our personal well being as well as our financial situation. He has assembled a group of world class professionals. If you?re looking for a financial adviser, you need to look no further than Towerpoint Wealth.

Words can not beginning to describe the level of excellence Towerpoint Wealth exhibits. I am truly grateful for their professionalism, wisdom, and competence with my financial investments. This company truly goes above, and beyond. I would highly recommend them to anyone ready to invest in their future. In such uncertain financial times?? it never is to early to start. Thank you guys for everything. Sincerely Corina Bronny ICU RN

Joseph Eschleman and the entire Towerpoint Wealth Team are a pleasure to work with. They are prompt to answer any financial question, many times outside of traditional work hours. The support and genuine interest in achieving the best results for my family is what makes them special.

I have been associated with Joseph Eschleman for approximately 20 years. My experience with Joseph has been that he excels at making our relationship both professional and personal. Joseph and TowerPoint have exceeded my expectations. His manner is is very business-like, yet he has taken the time to get to know my wife and I on a more personal level. Joseph takes the time to explain our current status and ensures that we understand every transaction, the reasons why he is recommending the trans action and

Joseph and his staff at Towerpoint Wealth are experts that really care about their clients. They are extremely responsive to our needs and they provide their clients with important and timely financial information on a regular basis. They make you feel like you are part of their ?Towerpoint? family.

Joseph and the whole team are great communicators and present information clearly and in a timely fashion. They are responsive, thoughtful, caring and humorous. They know me and my interests and my financial goals and desires and work to help me realize them. Special shout out to Lori, who is amazing!

Being a part of TowerPoint Wealth since it began has been so exciting. And I can?t say enough about Joseph and the entire team. I retired 6 years ago and my wife and I needed someone to help us assure we be ok throughout our retirement years. I retired early at the age of 60 and didn?t want to end up without any money in the future. I have confidence in the entire TowerPoint team and their financial prowess. As my wife and I enjoy our retirement together and the travel and family time together with our kids

We have been with Towerpoint from it?s inception. Joseph and his team are outstanding people and professionals. They have earned our trust and gratitude in all aspects of our financial needs. They not only have our business, but several of our friend?s as well. Towerpoint has our highest recommendation.

We were looking for a new financial advisor after feeling like a number and receiving very poor customer service from one of the very large financial institutions. Someone suggested we check out Tower Point. After doing some research and interviewing Joseph, Steve and Michelle, we made the switch. I am so glad we did! They are so responsive and attentive. We are treated with respect. They answer our questions so that I can understand them. We are so glad we made the switch!

I followed Joseph Eschleman to Towerpoint Wealth, and I'm glad I did. He and his team of financial experts have made may retirement worry free. Lori, Steve, Nate are always quick to respond to inquiries. The customer service at Towerpoint Wealth is stellar!

I?ve worked with Joe and Lori both personally and professionally for many years, most recently watching the Towerpoint team come together. These folks are knowledgeable and accessible and they have my complete trust. When it comes to financial planning Joe and his team are a difference maker.

In Towerpoint Wealths current newsletter, the discussion focused on ?Will $2million be enough to retire on?. As the newsletter states, ?depends? I always thought a millionaire was a very rich person certainly not a goal I could ever attain . My parents, who raised 6 children, could never have envisioned that kind of retirement comfort. We did not begin our retirement savings until our mid 40?s when we met Joseph. We have achieved that $2 million goal thanks to Joseph?s guidance and the team at Towerpoint. W

Joseph has provided us with expert financial guidance for over 15 years, starting several years prior to retirement and all the way through today. I trust his judgement unequivocally. He has always taken the time to throughly explain his strategy, and make sure we're in total alignment. Now with TPW, he has built a skilled staff of professionals to handle an expanded array of issues. He keeps in touch during the year via check ins, does in depth annual reviews, and is always immediatley responsive to our ne

We have enjoyed the services of Joseph Eschleman for 18 years. He is always professional and responsive. His integrity is beyond question. He is very clear with explanations and he always makes me feel that my success is important to him. He has surrounded himself with pleasant people who are eager to help us. I have recommended him to friends and family and they have thanked me.

Towerpoint Wealth provides the most professional and beneficial wealth management services ever. Thank you to Joe Eschelman and team for 4-1/2 years of service to our family.

We joined Joseph and his group at the recommendation of friends ( clients) I was going through the death of both my parents and Joseph helped me steer the ship. He?s been wonderful to work with, explaining when I needed help and always keeping in mind my goals. I would highly recommend his firm!

Towerpoint Wealth is a proactive organization that has consistently earned the trust we have long held. Business is always conducted on a very professional, but also a highly personal level. Long-term results clearly demonstrate excellence regarding communications and technical competence. A great group of people, to boot!

Towerpoint Wealth has been consistently responsive to my questions and concerns regarding all aspects of financial planning as we enter our retirement years. I feel confident that we made the right choice by trusting in the guidance and expertise of the collective team at Towerpoint Wealth.

We are converting from a huge company to TPW and are thrilled so far with the personal attention we have gotten and the guidance from Joseph navigating through tricky financial jargon and laws. So far, 10 out of 10, and looking forward to seeing how they help us grow!

I have been with this Financial Planning Company for many years because I trust them and they are proactive with keeping me informed about my Portfolio. Joseph talks to me about my holdings with a face to face meeting each year and calls when rebalancing my accounts to keep me up to date. I feel comfortable about having a part in this with questions and his explanations. I?m happy!!

TowerPoint always listens to our personal financial needs as our needs evolve. Their advice is based on proven financial practices and data. They respect our concerns and don?t pressure us to invest but always offer products they have researched and feel are a match for our financial goals.

TowerPoint has done an excellent job managing my portfolio, giving sound advice and strategies necessary to wade through some turbulent times. Joseph and the team at TowerPoint are first class!

The TPW team are great people, extremely knowledgeable on all things financial, and industry contacts to assist with retirement planning, taxes, real estate, trusts, insurance, etc. TPW helped us consolidate our assets, even if they aren't managing them directly, to better understand our net worth. Able to respond on financial issues in a timely manner. TPW listens to the client; their long term view aligns with us on investment strategy.

We have very much enjoyed the time ?we?ll spent? with our investment team over the years. It?s made out retirement very doable and even fun since Joseph and team continue to keep us pointed in the right direction. I will always count it a privilege to work with such a professional organization that has created a personal retirement plan just for us.

Very professional, client centered, comprehensive financial fiduciary. We feel very comfortable with their management of our investments and their commitment to our total financial health. Not only do they manage our investments, they coordinate with our accountant and lawyer about our taxes and trust, respectively, to ensure that our investments fit into a comprehensive and secure financial plan.

I have entrusted Joseph and his team with my financial well-being for over a decade. They have consistently met my expectations in every situation. The personalized service is exceptional and I would highly recommend the firm to anyone.

Joseph and Team are fantastic! Such an amazing attention to detail with a great personal touch; follow-through is outstanding! Thank you Towerpoint Wealth Team!

I've been working with Towerpoint Wealth, LLC for the past several years. Their staff is knowledgeable, helpful and professional. I feel confident entrusting my client's assets with their firm.

I have been working with Joseph and his team for many years now, and I am very comfortable with Towerpoint being on my financial team.

We have been with TowerPoint wealth since it's beginning. They are very professional, great at communication, and We highly recommend them for financial planning, at any age!

From day one the Towerpoint Wealth team have been extremely helpful with our questions and made us comfortable with our financial decisions for retirement. Looking forward to our future together.

Joe has been our advisor for 15 years and his results are fantastic. His guidance and advice for navigating to retirement and beyond is invaluable.

Joseph and team at Towerpoint Wealth are very thorough and focused on our financial goals.

We?re getting up in years but could not be happier than our relationship with Joseph and his staff. All aspects are excellent. I could not be prouder than call Joseph our financial advisor and friend.

The Towerpoint Wealth team is knowledgeable, professional, and personable. In addition to caring about your finances, they care about you and your family.

We have been working with Joseph and Towerpoint for over fifteen years. NEVER have we been disappointed. They are always available and respond to requests and questions immediately. It?s a pleasure!

I have been working with Joseph for many years. Very professional, listens to my concerns, and gives great guidance. My parents use him, and I referred my sister there. I highly recommend this company.

We have worked with Towerpoint Wealth since their inception. Trustworthy, sound financial advice, peace of mind, excellent customer service. We recommend them!

If you want wealth management, financial advice, investment guidance, then you can't do better than Towerpoint Wealth. Their personalized approach is absolutely amazing!

I have been a client of Towerpoint from their beginning. Have always been impressed with the quality of the entire staff, and their desire to provide support and assistance.

Communicates promptly and kindly. Teaches instead of just telling clients what to do. Flexible and willing to find solutions to different challenges! Highly recommended!

Joseph and TPW team are Knowledgeable, client oriented and always looking out for us.

I feel very secure working with Joseph and his team. They are extremely personable and professional.

Towerpoint is wonderful! Joe?s always willing to meet with us.

their staff is top notch and they care about your financial future as if it were their own

Joseph and team are always there to meet our needs with objective, professional and timely advice.

Towerpoint Wealth helped me plan for retirement and are now allowing me to live my best life!!

The Towerpoint Wealth team have been very effective and a pleasure to work with.

I?m very impressed with their professionalism and look forward to a long relationship.

Great financial advice and complete service from every team member. Highly recommend.

I've known these people for many years and they're the best at every single thing they do. They really care about the people they serve.

Excellent service. No pressure to purchase or sell stocks or bonds.

Very professional, always available and willing to help whenever needed.

Excellent service by Joseph and his team