Erwin Gresci Krasko Prue Financial Group

At Touchpoint Financial Advisor Group, we believe that financial guidance should be more than just about numbers. It's about understanding what drives you and helping you achieve your goals and dreams. Our team of experienced financial advisors is dedicated to providing personalized support and expert guidance to help you navigate your financial journey. We take the time to understand your motivations, goals, and aspirations, and we use this insight to develop a tailored plan that addresses your unique financial situation.

Our Services

We offer a comprehensive range of services designed to help you achieve your financial objectives. Whether you're looking to plan for retirement, manage your investments, protect your wealth, or create an estate plan, we have the expertise and resources to help. Our services include retirement planning, investment management, risk management, and estate planning. We also provide financial guidance and market news to keep you informed about the latest trends and opportunities.

Meet Our Team

Our team of senior financial advisors includes David Erwin, John Pratti, Reed Thompson, and Patrick Sheehan, all of whom bring a deep understanding of financial planning and a commitment to empathetic client service. We also have a dedicated client service team, including Jillian Feehan, Jennifer Rothwell, and Phyllis McGee, who are dedicated to ensuring that your experience with us is seamless and supportive.

Our Philosophy

At Touchpoint Financial Advisor Group, we believe that forming genuine connections with our clients is essential to their success. We take the time to understand what matters most to you and use this insight to develop a plan that aligns with your values and goals. Whether you're looking to build wealth, plan for the future, or simply find peace of mind, we're here to support you every step of the way.