Investment Advisor: Focal Point Financial Services, Inc.
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Company: Focal Point Financial Services, Inc.
Contact: Bradford G. Lee, CIS
2736 County Road D East
White Bear Lake, Minnesota, 55110
Phone: (651) 426-7375
Fax:
(651) 426-6004
Website: http://bradglee.com
Focal Point Financial Services is a broadly based comprehensive financial service organization. We specialize in helping the client seek and secure the appropriate plan in light of the changing economic, tax and financial environment.
Serves Counties: Anoka (MN), Dakota (MN), Hennepin (MN), Ramsey (MN), Washington (MN), (WI)
License #: 4656166
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: 6-10 Years
Designations: Registered Principal
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $100,000
License Type: Series 7,Series 24,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Focal Point Financial Services is not affiliated with SagePoint Financial, Inc., or registered as a broker-dealer
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