Giving Back

At Ten Point Financial, we have long believed in giving back. Ten Point Financial will make a donation, on your behalf, and by your choice, to one of the following charities for EVERY life/health insurance policy issued and in-force, and for every investment account transferred/opened and funded.

At Ten Point Financial, we have long believed in giving back. Ten Point Financial will make a donation, on your behalf, and by your choice, to one of the following charities for EVERY life/health insurance policy issued and in-force, and for every investment account transferred/opened and funded.

What our clients say

  • Darren Is readily available when we have questions and responds to our questions much sooner than we were accustomed to. Darren has been a pleasure to work with and Darren Is always quick to prepare reports requested by our accountant… Online access is very important to us. We can log in to our account whenever we need to and see the current balance. It is also easy for us to transfer funds.

    D & A - Clients

  • Since switching…we have been able to reduce the number, and frequency, of journal entries to once a year. This greatly reduces the time spent for the Foundation Coordinator, in addition to, greatly reducing the time (and cost) needed at our end… All pertinent information can be extracted electronically and reports for their monthly meetings are current and easily assembled. We are greatly pleased with the ease, efficiency, and timeliness of all reporting.

    John - W & A - Auditor for Non-Profit Foundation

  • Darren educated the Committee on the changing landscape as it pertains to market conditions and emphasized the need to have a global and macro-economic outlook when putting together an investment portfolio. The Committee appreciated his knowledge and input and took the information he provided into consideration when drafting our IPS and the RFP process. The Committee found Darren to be a professional and well-informed consultant. As one board member, a former Senior Manager at a national bank, commented after the meeting, "That guy really knows his stuff!" We are grateful for Darren's assistance, his willingness to share and his commitment to community healthcare and philanthropy.

    Andrea - Foundation Executive Director