We are an innovative firm that aims to impart financial literacy to our private and corporate clients and help them on their journey to their dreams, which we work together to turn into reality.
I offer investment advice. I prefer open-end mutual funds from large and proven managers. A low-cost ETF portfolio is a given. Regular service throughout the duration of the relationship is standard.
In my 16 years of experience in finance, I have become an expert with a realistic view of life in all its situations. The basis of my work is knowledge of the field, effective and quality communication, a personal approach and a reasonable degree of humanity.
I help people in their 50s prepare for annuities and financial independence at 60. With 26 years of experience, I suggest solutions to have income security and the option of not working until 7 years before the state pension starts.
We offer investment gold and silver available to the general public in the form of savings. Our offerings include saving in gold and silver bullion, saving for retirement, saving for children and lump sum investments. We provide immediate redemption of precious metals and provide comprehensive advice.
Car, house, apartment and cottage insurance. Sale and rental of real estate. Pension insurance with state contribution. Accident insurance with employer's contribution.
Broker Point is a unique place where you can achieve your goals by combining financial planning, low-fee banking and quality real estate services. Realize your dreams and come in for coffee.