About Us
Why Choose Custom Pointe Financial
Steady income planning built with clarity
At Custom Pointe Financial, we connect the dots between your daily money habits and your long-term financial peace of mind.
Our framework simplifies money matters so you can live intentionally without risks. The clients we help are debt-free in less than 10 years, have $100k-$2M in retirement savings and savers who prefer safety over roller-coaster returns.
Our process is simple:
Listen and understand your goals, risks, and timeline.
Build your income map with clear options on how each dollar can work for you.
Implement and review so you can stay on track have your hard-earned money protected from market drops.
10th
Experience
We help you keep more of what you earn with our system that uncovers hidden financial drains and opportunities for growth.
Address
155 Willowbrook Blvd, Ste 110 #1982, Wayne New Jersey 07470
Call Us
(551) 400-8274
© 2025 Custom Pointe Financial - All Rights Reserved.