taking steps toward your financial goals shouldn't feel overwhelming
Your financial goals are just as unique as you are. We value you and will listen to your story so that we can customize a plan that is right for you.
Your financial goals are just as unique as you are. We value you and will listen to your story so that we can customize a plan that is right for you.
As we listen to you & assess your goals, we will develop & execute a plan that has been custom built for you.
We will meet with you each year to review and adjust your plan so you can face your future with confidence.
Being Confident in your progress gives you the freedom to invest your life in what matters most.
In this 1 minute video Greg Liszka CFP®, RICP® explains how Iron Point Financial works to help their clients create a plan to pursue their best tomorrow.
Registered representatives offering securities and advisory services through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency, LLC), Member FINRA/SIPC, a broker dealer and registered investment advisor. Investment advisory services also offered through Vicus Capital, Inc, a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Neither Cetera Advisor Networks nor its representatives offer tax or legal advice. Please consult your tax advisor or attorney for guidance. While the process of diversifying your assets across multiple asset classes can help to reduce overall risk, it does not eliminate market risk altogether.
Investment transaction instructions are not to be transmitted via email. Please contact our office and speak to an account representative.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com | Business Continuity Plan | Privacy Promise | Important Disclosures
© 2021 Iron Point Financial. All Rights Reserved.