Broker Point is a unique place where you can achieve your goals through a combination of financial planning, low-fee banking, and high-quality real estate services. Make your dreams come true—come by for a cup of coffee.

We deal with the execution of auctions of securities, conversion of forms and forms of securities and book-entry of securities. We operate an online exchange RoklenFx.

I provide clients with complete management of their finances and assets. My main focus is advising on homeownership planning and building financial reserves. The result of my work is an informed client with a personal financial plan that will lead them to their goals.

I help clients with mortgages and refinancing, insurance, investments, family finances, and reviewing existing contracts. We’ll start by looking at what you’re currently dealing with and how your finances work as a whole. I explain each recommendation so that you understand why I’m suggesting it and can make an informed decision.