Welcome! Thank you
for visiting our web site.
Hi, I'm Jim
Clifford, owner of NorthPoint Financial LLC., an independent Financial Services
Company that houses innovative tax and financial
After more than twenty
years of operation, we are proud of the company we have grown to be, and look forward to the future. We strive to
help meet the challenges of a constantly changing economic landscape with a firm commitment to
integrity, honesty, superior products, and outstanding customer service.
Wealth Management Plan will address financial/tax planning, estate planning, and legal
needs, all in one place for your convenience. We value the trust and confidence our clients have
placed in us over the years and we do not take that responsibility lightly.
Please contact us
at 207.989.5089 for your complimentary meeting to see if our team works well with your financial
What We Do
- Retirement Income
- Charitable Remainder
- IRA / 401(k)
- Investments (mutual funds,
stocks, bonds, annuities)