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On Point Wealth ManagementFinancial advisor in Lake Wales, FL

On Point Wealth Management is a financial advisor at 237 E Stuart Ave, Lake Wales, FL 33853, rated 5.0 from 1 Google review. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lake Wales, FL0 paid placements in any rankingHow we rank

Call (863) 456-4768Website ↗

Key facts

Key facts about On Point Wealth Management
Address237 E Stuart Ave, Lake Wales, FL 33853Get directions
Phone(863) 456-4768
Websiteonpointwealthmanagement.com
HoursMonday to Thursday: 8:30 AM – 4 PM; Friday: 8:30 AM – 12:30 PM
Google rating5.0 from 1 Google review

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Lake Wales and 9 towns within 25 miles: Winter Haven, Haines City, Bartow, Auburndale, Poinciana, Highland City, Avon Park, Lakeland Highlands and Lakeland.

Based in Lake Wales, FLView on map

Opening hours

Opening hours for On Point Wealth Management
DayHours
Monday8:30 AM – 4 PM
Tuesday8:30 AM – 4 PM
Wednesday8:30 AM – 4 PM
Thursday8:30 AM – 4 PM
Friday8:30 AM – 12:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about On Point Wealth Management

What are On Point Wealth Management’s hours?

On Point Wealth Management is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 4 PM; Friday, 8:30 AM – 12:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does On Point Wealth Management serve?

Serves Lake Wales and 9 towns within 25 miles: Winter Haven, Haines City, Bartow, Auburndale, Poinciana, Highland City, Avon Park, Lakeland Highlands and Lakeland. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about On Point Wealth Management?

On Point Wealth Management has a rating of 5.0 from 1 Google review. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact On Point Wealth Management?

Call On Point Wealth Management on (863) 456-4768. The business is at 237 E Stuart Ave, Lake Wales, FL 33853. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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