Firstpoint Funding - Pompano Beach (FL)

Brian Peterson Before working with David, I thought I would never be able to retire, since previous financial planners took little interest in guiding me in the right direction. If you didnt have at least $500k in investments, they wouldnt "waste their time". David helped me set a workable retirement goal and put a plan together that enabled me to retire in July of 2024. He understands the market, how to make money with what you have, and how to set up the best plan for his clients. Highly recommend him for anyone who is serious about building wealth for the future! Do not put it off, call him today!

Valka Stormcutter They are always very nice and real people easy to communicate and I’ve always gotten what I needed done with my insurance and they were always very understandable. They’ll talk to you about other options, but it has never been that salesman approach, which I hate. Ricky was awesome!

Ed Gregory Mr. Allison and his team are first rate. I have full trust in their financial recommendations and feel secure with their management of my accounts.

Will Whitehurst Mr.Easterling and his team are the best. They are very attentive to the clients needs and help them plan for their future. A great group of people, I recommend them to everyone.

Sapo Gonzales Very nice ,helpful ,always happy workers

Lamarche Gage Damaris has done my taxes for the past 3years. DAS is very knowledgeable about personal and business and always provides what’s in my best interest. She is very thorough and always gets the job done in a timely manner.

Sheila Ramos The staff is helpful, kind and informative. But I would like to give a special shout-out to Mrs.Kathy B. who helped my transition move go smoothly. She was patience with me and guided me despite my fears. Thank You for all your support.