Tampa Bay
Take Point Wealth Management
35.02
35.02
Overview
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Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
Identifies as veteran-owned
Identifies as veteran-owned
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Innovativeness
Quality
Pricing
Overall
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This business location offers a comprehensive range of services, including tax preparation, legal services, investment advice, and financial planning. The team is led by Erick Arnette, a knowledgeable and trustworthy expert in wealth management. With a veteran-owned status, the business showcases its commitment to supporting the community.
Clients have expressed their satisfaction with the personalized approach and excellent communication. They appreciate the customized investment strategies, prompt responses to inquiries, and the willingness to listen to their needs. The team's ability to explain complex concepts in a clear and concise manner has also been praised.
The business is easily accessible, with a wheelchair-accessible entrance, parking lot, and restroom. The working hours are convenient, with regular business hours from Monday to Friday. The free "Learning about Retirement" seminar hosted by Erick Arnette has been well-received, and the company's approach to wealth management has been found to be effective.
The only minor drawback is the requirement for appointments, which may be inconvenient for those with last-minute needs. However, the team's commitment to staying on top of changing times and their willingness to adapt to individual needs helps to mitigate this issue.
Overall, Take Point Wealth Management is a reliable and trustworthy business that provides high-quality services, fair pricing, and innovative approaches to wealth management.
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