Five Points Financial Services

Kearney, Nebraska

★ 5.0 (8 reviews)
Call (308) 389-8770 Visit website →

About

Five Points Financial Services in Kearney, Nebraska provides financial planning and investment management services through a fiduciary advisory program with no conflicting financial interests in security selection. The firm emphasizes a structured investment process that includes goal identification, strategy development, policy documentation, and ongoing portfolio monitoring, utilizing a team approach and access to institutional-class fund costs through TD Ameritrade Institutional. The advisors hold professional certifications recognized for competence and ethical standards in financial planning and commitment to client-focused wealth management.

Specialties

Investment Management Wealth Management

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-4:30PM, Tuesday: 8:30AM-4:30PM, Wednesday: 8:30AM-4:30PM, Thursday: 8AM-4:30PM, Friday: 8AM-4:30PM, Saturday: Closed
SEC registered
No

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CFP

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