29 State Road 60 W, Lake Wales, Florida, 33853, United States
About On Point Wealth Management
Established 2006
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.
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Hours of Operation
- Sunday
- Closed
- Monday
- 8:30 am - 4:00 pm
- Tuesday
- 8:30 am - 4:00 pm
- Wednesday
- 8:30 am - 4:00 pm
- Thursday
- 8:30 am - 4:00 pm
- Friday
- 8:30 am - 12:30 pm
- Saturday
- Closed
Location
Products & Services
‣ Estate Planning ‣ Financial Planning ‣ investment planning ‣ Retirement Planning ‣ Wealth Management
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