Providing financial solutions for over 20 years.

About Us

4-Point Financial offers fee-based financial planning services, retirement planning, estate planning, and asset management solutions tailored to successful individuals, families and businesses. Through our professional planning resource we can provide the highest level of advanced Estate Planning strategies and solutions.

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Who We Work With

Individuals & Families

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Business Owners

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Other Advisors

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  • Three Lessons from Retirees

    A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.

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Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq 100 13,404.99 +0.82%
NYSE Composite 15,019.05 -0.52%
AMEX Composite 2,518.84 -0.90%
PHLX Semiconductor Index 1,354.81 -0.47%
OSX Oil Service Sector Index 95.32 -1.45%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.