Point 32 Investment Partners - Westhampton Beach, New York

Emma K.

Point 32 Investments offers a truly refreshing experience in the (what I found to be) complicated world of finance. What sets them apart from other companies is their genuine care for clients, taking the time to understand individual financial goals and building strong, lasting relationships.

My experience with Nancy has been exceptional. Her extensive knowledge and ability to explain complex financial concepts clearly and concisely have been invaluable. She truly takes the time to answer every question I have thoroughly and I appreciate her support every step of the way. Nancy's patience, responsiveness, and genuine enthusiasm make her a wonderful asset to the Point 32 team!

I wholeheartedly recommend Point 32 Investments, especially Nancy, to anyone seeking a financial partner who is not only knowledgeable, but also truly cares about their clients' success!

JAIME D.

I was feeling anxious about my finances, but Andrew helped me make sense of everything in a way that was clear and easy to understand. Financial education isn’t something you typically learn in school, so having someone like Andrew to explain things was invaluable. I now feel much more confident and less stressed about my financial situation. He is the best in the biz! 10/10 recommend.

Alexa H.

Absolute best experience working with DJ, I have a 18-month-old son I wanted to set up with a few accounts, as well as myself. I didn't really know which direction to go in, but DJ sat with me and explained everything thoroughly with me and guided me in the right direction. I instantly trusted him and just know I made the right choice working with him and the team. I highly recommend Point 32 for anyone looking for financial advice or guidance. Even if you're unsure I suggest you call them. Thank you so much DJ!!!!

Kathi K.

I have been working with Nancy Kaye for many years, and I cannot recommend her highly enough. She embodies honesty and trustworthiness, always prioritizing my best interests in every decision.
What sets Nancy apart is her creative approach to financial planning. She consistently comes up with innovative solutions tailored to my unique goals and circumstances.
Additionally, her availability is exceptional. Whenever I have questions or need advice, she is always just a call or email away, making me feel supported and informed.
Overall, I’m incredibly grateful for the guidance and support Nancy has provided over the years.

christopher G.

Brian and his team at Point 32 have made me incredibly comfortable managing my investments. I have seen continuous increases in returns throughout the portfolio that they’ve developed for me. They continually answer all of my questions to help me understand my strategy and treat me as a priority which gives me peace of mind. Thank you & let’s keep moving forward!

Rich N.

I have maintained a professional relationship with Nancy Kaye Kirsch for over30 years. From the development of an initial financial plan up to the present day. We continuously update the plan as market conditions dictate.

Nancy is now part of the executive leadership team @ Point 32 Investment Advisers, Westhampton Beach, NY

Nancy holds herself to the highest degree of ethical standards, continuously updates her knowledge of current legal & regulatory requirements to ensure all of her clients are always in compliance.

In developing and maintaining my financial plan and my evolving objectives, Nancy has provided sage advice on investment strategies, use of insurance instruments to protect my accumulated wealth ,and recommended various Trust structures to maintain tax efficiency. My positive results speak for themselves.

Simply stated she has earned my enduring trust.

Pamela C.

Nancy Kaye has been my representative advisor since the 1980s. She has done excellent work in building a savings/investment/ retirement plan. In the 90s and early decades of the new Century, she built my asset profile. In recent years, her choices have continued to grow my assets, but with a greater level of safety as I am now in my 80s and nearing retirement. She has become a valued personal friend… loyal, ethical and always charming!

Artur B.

Andrew helped me understand the importance of opening a Roth IRA and has been helpful in explaining all my options. He made the process easy to understand and tailored to my specific financial goals. I feel more confident about my retirement planning thanks to his guidance. Highly recommended