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Who We Are

Bay Point Financial, LLC is your trusted partner in developing and nurturing your financial future whether you are an individual or a small business owner. We are founded on two core values. First, we put your interest first and foremost in all of our actions, and second, our professionals are committed to providing comprehensive and objective financial advice built around your particular circumstances rather than so-called "financial planning" that is really designed to sell you a particular product.

To best serve the financial needs and goals of our clients, we use an innovative wealth management process. This process is designed to improve the odds that you will be a successful and confident investor. It combines coaching, advisory services and disciplined investment strategies to deliver desired outcomes.

At Bay Point Financial, LLC you are always treated with the respect and care you deserve. We are dedicated to building a long-term relationship of trust with you, and aim not only to meet, but exceed your expectations.

We welcome you to explore our website, and please call or email us if you have any questions or would like to meet us in person. Thank you for becoming acquainted with us.

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