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Introduction
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.
Contact Info
Address:
29 State Road 60 W
Lake Wales
Florida 33853
United States
Lake Wales
Florida 33853
United States
Tel:
863-456-4768
Website:
https://www.onpointwealthmanagement.com
Offering
- financial planning
- retirement planning
- wealth management
- investment planning
- estate planning
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 08:30 | 16:00 | ||||
| Tuesday | Open | 08:30 | 16:00 | ||||
| Wednesday | Open | 08:30 | 16:00 | ||||
| Thursday | Open | 08:30 | 16:00 | ||||
| Friday | Open | 08:30 | 12:30 | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
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