Virtual Services to Save You Time

We appreciate how valuable your time is and it’s not always convenient, or required, to meet face to face to get things done.

This is why we provide convenient, online appointment platforms for virtual, collaborative meetings based on times that work best for you, all from the comfort of your own computer or mobile device.

Let’s be clear, we love to see our clients face to face yet for those who prefer convenience, we have systems in place to suit your needs!

Keeping You on Track

Half the battle is just staying on top of things until they get done, and one of our unique differentiators is our skill in this area….we’re fantastic at this!

We use intuitive, custom designed technology to consistently follow-up on task completion and ensure follow-through on our service commitment.

We make sure your plan is moving forward even when life is competing for your attention elsewhere.

I highly recommend Anchor Point Financial. Chad is very knowledgeable, personable and is easy to communicate with. He gives honest advice about what is in your best interest.

I have been impressed with Chad’s consistent follow up as well as the rest of his team, all very professional.

Gerald Fainstein

Owner, Southside Foods

Chad is fantastic at keeping me on top of my financial plan and ensuring that it is kept up to date based on my changing needs.

He is diligent at reaching out and making sure that all my future plans are in order while still reminding me to enjoy today.

Veronica Franco

Partner, Clark Wilson LLP