Tampa Bay
On Point Wealth Management
60.09
60.09
Overview
On Point Wealth Management is a fiduciary financial advisor and wealth management company in Lake Wales, FL. We provide financial planning and investment services to individuals, businesses and families. Give us a call today 863-456-4768 to schedule a consultation with one of our CERTIFIED FINANCIAL PLANNERS.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Onsite services
Appointments recommended
Online appointments
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Overall
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This location appears to be a well-established and reliable financial services provider. The staff is welcoming and supportive, particularly during difficult times. Appointments are recommended for planning, and services are available both on-site and online. The building is wheelchair accessible, with convenient parking and entrance. On-site services are available, and online appointments can be scheduled. The firm provides a range of services, including fiduciary services, retirement planning, estate planning, and tax planning. Their staff, particularly Maggie, is responsive to client inquiries and willing to meet in person or virtually. Clients appreciate the personal touch and the ability to access services in a way that suits their needs. The business is open during standard business hours, with some flexibility on Fridays. Overall, this location seems to be a great choice for individuals, families, and businesses seeking financial planning and investment services. Please note that one area for improvement is the level of quality provided, which could be enhanced by providing more detailed information about their services and expertise.
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