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About FREY FINANCIAL INCORPORATED

FREY FINANCIAL INCORPORATED, along with SagePoint Financial Inc., is dedicated to providing total quality service for all clients’ financial and insurance needs.  We are committed to providing clients personal and professional service and help them understand all of their risk exposures. We will manage and coordinate a long-term plan and build a lasting relationship with all individuals and businesses that we serve.  We are confident that our clients will feel proud of the relationship that we build together and we are committed to being your “Advisor for Life”.

 

Our financial
Advisement Process

Over the last 13 years Timothy Frey has been in business, he have established a six-step process to stimulate success. We hope you’ll join us on that journey:

Establishing Relationship
Gathering Data and Goals
Evaluating Financial Status
Review our Recommendations
Setting Your Plan to Action
Monitoring Portfolio Progress

Establishing Relationship

It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationships have lasted since we founded Frey Financial Incorporated, and that level of trust has given our clientele great confidence.

Gathering Data and Goals

Preparation brings our most enduring success. We look forward to better understanding your portfolio and executing a comprehensive plan to strengthen it.

Evaluating Financial Status

Frey Financial Incorporated encourages an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we will get you where you want to go.

Review our Recommendations

All of our plans are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.

Setting Your Plan to Action

When our financial plans meet your needs, we will begin to implement them. This is an exciting part of the process that will offer long-term results.

Monitoring Portfolio Progress

At its best, working with Frey Financial Incorporated becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.

Meet Our Team

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our company page to learn more about our advisors.

 

Schedule a meeting

We’d love to hear from you. Give us a call and we’ll get started.