25 Earl St, Waterbury, CT 06710, USA +1 203-573-0811contact@financeloanpoint.com
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Our Services

Six specialist services and one dedicated point of contact for your entire plan.

Personal Loan
01

Personal Loan

Straightforward personal loans for consolidating debt, covering a big expense or handling the unexpected — with fixed payments you can plan around.

  • Fixed-rate options with set monthly payments
  • Debt consolidation and large-expense funding
  • Clear comparison of rates, fees and terms
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Credit Loan
02

Credit Loan

Credit lines and credit-builder loans that give you flexible access to funds while helping you build or rebuild a healthy credit history.

  • Revolving lines of credit
  • Credit-builder and starter loans
  • Guidance on using credit responsibly
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Mortgage Loan
03

Mortgage Loan

Purchase, refinance and home equity financing explained step by step, so you can choose a mortgage that fits your home and your budget.

  • Purchase and refinance loans
  • Home equity loans and lines of credit
  • Support from application to closing
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Wealth and Investment Planning
04

Wealth and Investment Planning

Long-term investment and retirement planning that grows with you, built around your goals, your timeline and your comfort with risk.

  • Retirement and savings strategies
  • Diversified, goal-based portfolios
  • Ongoing reviews as life changes
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Tax Advisory
05

Tax Advisory

Organized tax preparation and year-round planning for individuals, families and small businesses — fewer surprises, better decisions.

  • Individual and family returns
  • Small business and self-employed planning
  • Year-round questions answered
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Insurance Services
06

Insurance Services

Home, auto, life and health coverage reviewed side by side so the people and property you care about are properly protected.

  • Home and auto policy reviews
  • Life and health coverage options
  • Coverage gaps identified and explained
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Service FAQ

Good to know

Quick answers about how working with us works.

Ask a Question

Just your questions and a sense of your goals. For loans, recent pay stubs and a list of your current debts are helpful. We'll send a short checklist if anything else is needed.

It depends on the type of loan and the lender. Your specialist will outline the expected timeline at the start and keep you updated.

Your first consultation is free. Any fees for ongoing services are explained clearly and in writing before you decide anything.

Yes. Many clients pair a mortgage with an insurance review or tax planning, and we coordinate everything in one plan.

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