Company 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.
More details
- List of Services
- financial planning, retirement planning, wealth management, investment planning, estate planning
- Year Established
- 2006
- Number of employees
- 5
- Social Media Profiles
- https://www.facebook.com/OnPointWealthManagement
https://linkedin.com/company/on-point-wealth-management
