We are an independent agency that can offer one-stop shop service for many of your insurance and financial service needs.
Why BalancePoint Financial?
We are an independent agency
This means we can office products from most of the top carriers on the market.
Personalized service
You will always enjoy dedicated advisor and customer service rep to tailor fit your specific service needs.
Experience & network of partners
With over 17 years of experience, we also work with many industry experts & partners to provide you the most suitable solution.
Business planning
We offer a wide variety of services for your business.
Personal planning
Ready to take control of your finances?
