FocusPoint Solutions

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FocusPoint Solutions company description

For over 20 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services. Our solution becomes your unique roadmap for outsourcing, growth, and practice management. Interested in back-office outsourcing while maintaining your own brand? Transitioning to independence? Growing your business? An experienced team and integrated technology? A complete, personalized practice management program? Then look no further. FocusPoint Solutions offers you a complete package, incorporating two main areas of support designed to meet your needs: An experienced back/middle office services team = CLIENT SATISFACTION A robust practice development program = BUSINESS GROWTH Contact us to learn more about our custom, advisor-minded solution, or to view a demo of the integrated virtual office we provide to the advisors we support. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons, or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments. Advisory services offered through Advisory Solutions Group, LLC, a registered investment adviser doing business as FocusPoint Solutions.

Key Employees

  • Michael Rice
    VP-Director of Practice Development
  • Evan Kellenberger
    Vice President Director of Advisor Development
  • Elizabeth Orozco
    Director of Marketing

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4.8 from 1100+ reviews. 100,000+ happy users

New team members of FocusPoint Solutions

Monica Hawkins
Sr. Relationship Support Specialist
Dimitri Easton
Business Development Associate
Abdulla A
Trading Specialist
Sherine Chan
Chief Operating Officer
Michael Whisenhunt
Sr. Trading Specialist
Robert McMahan
IT Support Specialist
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