Crestpoint Financial Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Karen Maloney-Hagel

CRPC, CLTC®, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Karen Maloney-Hagel's website


Team

Joanne McCarthy

Joanne McCarthy

Paraplanner

Mary Smith

Mary Smith

Client Service Coordinator