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Available Online

Financial Consultation

1 h
Free
Online

Service Description

Basic Financial Concepts: Introduction to financial terms and concepts, including income, expenses, budgeting, and net worth calculation. Personal Financial Goals: Identifying and setting realistic short-term and long-term financial goals. Money Management: Strategies for effective money management, including tracking expenses, creating a budget, and managing cash flow. Credit Scores and Reports: Understanding credit scores, credit reports, and how they impact financial decisions. Banking and Saving: Exploring different types of bank accounts, saving strategies, and understanding the importance of emergency funds.


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Say hello. If you need a professional who could help you with your retirement income plan, or with you insurance planning needs, look no further. 3 Point Financial Solutions is ready to help you tackle whatever challenges you have ahead of you.

Address

108 E 2nd Street, Coudersport, PA 16915

Email

Phone

814-205-0345

Contact Us

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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and 3 Point Financial Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

 


Information provided is not intended to be tax or legal advice and not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.

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The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve it's objectives. 

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