On Point Wealth ManagementFinancial AdvisorsUpdated on Feb 27, 2025 View more like this | Visit LAKE WALES, FL | Contact Jimmy Nelson |
Description:
On Point Wealth Management is a wealth management and financial advisory firm headquartered in Lake Wales, FL. With a focus on providing personalized financial planning and wealth management services, our mission is to assist clients with mitigating the confusion and anxiety they experience with matters related to financial, business, and estate planning. We pursue this mission by offering an individualized approach with distinctive planning solutions.
List of Services:
financial planning
retirement planning
wealth management
investment planning
estate planning
Number of Employees:
5
Business Hours:
Mon-Thu: 08:30 - 16:00,
Fri: 08:30 - 12:30,
Sat-Sun: Closed
Year of Company Formation:
2006
For more information, please contact us with the following details:
Contact Telephone:
863-456-4768
Contact Email:
[email protected]
On Point Wealth Management is a wealth management and financial advisory firm headquartered in Lake Wales, FL. With a focus on providing personalized financial planning and wealth management services, our mission is to assist clients with mitigating the confusion and anxiety they experience with matters related to financial, business, and estate planning. We pursue this mission by offering an individualized approach with distinctive planning solutions.
List of Services:
financial planning
retirement planning
wealth management
investment planning
estate planning
Number of Employees:
5
Business Hours:
Mon-Thu: 08:30 - 16:00,
Fri: 08:30 - 12:30,
Sat-Sun: Closed
Year of Company Formation:
2006
For more information, please contact us with the following details:
Contact Telephone:
863-456-4768
Contact Email:
[email protected]
On Point Wealth Management
237 E. Stuart Ave. LAKE WALES, FL 33853
