Towerpoint Wealth is a boutique financial planning firm in Sacramento. Joseph Eschleman is the president of the firm. He completed a Bachelor of Science from Lehigh's College of Business and Economics in 1998. He earned the prestigious CIMA® or Certified Investment Management Analyst designation in 2003. He holds a Certified Investment Management Analyst (CIMA®), Uniform Investment Advisor – Series 65, California Department of Insurance, and Certificate in Blockchain and Digital Assets. Over 24 years in his career, he has supported a special group of successful individuals, business owners, entrepreneurs, corporate professionals, and retirees. His guidance has helped them grow and safeguard their wealth. He and his team have developed a specialization in assisting current and former technology employees to properly manage the risk and tax consequences of receiving and managing their RSUs and concentrated stock positions. They are dedicated to safeguarding and growing your net worth while constructing a financial portfolio aligning with your values.
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TOWERPOINT WEALTH REVIEWS
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.
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 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.
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Dominick Anton is a trusted financial guide at Twin Rivers Wealth Management, offering tailored solutions to help clients navigate their financial journeys confidently and clearly. He started his profession in the financial services industry at an independent health insurance brokerage. He has helped hundreds of individuals select optimal medical risk management strategies for themselves and their families. He joined a financial advisory practice in 2014, where he was promoted from an intern and planning assistant to a financial advisor. He is passionate about helping individuals live their best lives through financial clarity. Without their own families, He and his team wouldn’t have been able to build a business that puts people first. They value nothing more than the time they spend with their loved ones. They want to help you achieve financial clarity and security so you can spend more time with the people you love, doing what you value most. Let their team build a custom financial plan to set you on the right path.
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DOMINICK ANTON FINANCIAL ADVISOR AT TWIN RIVERS WEALTH MANAGEMENT REVIEWS
Dominick has done an incredible job over the year that he has been handling our finances. He invested time in getting to understand my wife’s and my desires, and he put great effort into detailing a plan to achieve our near and long-term goals. We were lucky to have Dominick help us navigate 2020’s volatile market and advise on financial decisions surrounding major life changes, including a cross-country move, the purchase of our second property and occupational changes. Our confidence in and the size of our financial portfolio has grown significantly with key decisions that we trusted Dominick in making. His advice is worth its weight in gold. If you no longer want to worry if you’re on the right track, if you want to secure your financial future, and even if you want an intelligent, fun-to-work-with fellow to bounce life ideas off then we highly recommend Dominick as your stellar financial advisor.
I've had a great experience with Dominick as my financial advisor. He has given a structure to and strategy for my resources and money that I've simply never had before. I've never felt with Dominick that he was giving me a prepackaged deal; he's spent a lot of time talking to me, understanding my values and goals, and giving me an individualized plan based on my wants and needs. I've also used him as a sounding board for many of my decisions, from investments to purchasing a home and more, and his insight and input have really helped me make these big decisions. Highly recommended.
After retiring from my career, I needed assistance with financial planning. Dominick Anton was recommended to me and I couldn’t be more satisfied. Not only did he provide me with a comprehensive long-term plan, he explained it in a novice-friendly manner. Dominick is very professional yet personable and patient with all my questions. I trust him 100% in providing me with current and sound management of my portfolio.
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Jesse Martinez Zepeda is Primerica's leading financial advisor. He became a Primerica Financial Representative because he wanted to help his neighbors, the residents of Sacramento, and the surrounding communities with their financial and life goals through a personalized investment strategy. His highest priority is to create value and peace of mind for his clients. He prides himself on providing excellent customer service to everyone who walks through his office doors. He strives to treat each customer how they would want to be treated – with respect and integrity. He welcomes Sacramento residents to call or visit his office to see how the team can help them achieve their financial goals and dreams. Partnering with a Primerica financial professional promises many advantages, ensuring personalized guidance that aligns perfectly with your financial goals and dreams. Their goal is to help you reach your savings goals while providing the highest-quality client experience.
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JESSE MARTINEZ ZEPEDA - PRIMERICA REVIEWS
I recently refinanced my home and Jesse was very responsive and professional. I was able to complete and upload all the documents from home on my phone. The process was so easy! From start to finish the process took about 3 weeks. Super fast and super easy! Thank you Jesse.
I am so grateful, and have so much confidence, trust and faith in Jesse and Veronica. Their knowledge and care for my wellbeing is giving me comfort and attention I have not received with other Companies I've had to deal with since my husband's death. Thank you both for your care and thoughtfulness.
Thank you Jesse and Veronica for continuing helping and educating families how to become debt free, properly protected, and become financially independent. You guys are amazing.
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