Additional Information

  • Financial Service Organizations, Financial Advisors & Planners
  • Financial Planning, Investment Management, Insurance, Business Services, Estate and Legacy Planning, Trust Management

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    09:00 AM - 05:00 PM
    Tuesday
    09:00 AM - 05:00 PM
    Wednesday
    09:00 AM - 05:00 PM
    Thursday
    09:00 AM - 05:00 PM
    Friday
    09:00 AM - 05:00 PM
    Saturday
    Closed

About Us

  • Led by Scott Livingston, the 5 Point Financial team is the key element in the creation of the unique, customized planning and wealth management solutions that our clients depend on. Behind the scenes our investment managers, brokers, compliance professionals, insurance agents, estate planning and philanthropy experts all contribute to the ongoing support of our clients. Together we help you simplify your financial life so you can spend more time cultivating what’s important to you, as you define it.

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