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Take Point WealthFinancial advisor in Spring Hill, FL

Take Point Wealth is a financial advisor at 5327 Commercial Way c114, Spring Hill, FL 34606, ranked #7 of 105 financial advisors in Spring Hill and rated 5.0 from 23 Google reviews.

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.

Spring Hill, FLUpdated 0 paid placements in any rankingHow we rank

Call (352) 707-2889Website ↗

Key facts

Key facts about Take Point Wealth
Address5327 Commercial Way c114, Spring Hill, FL 34606Get directions
Phone(352) 707-2889
Websitetakepointwealth.online
Google rating5.0 from 23 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Spring Hill and 11 towns within 25 miles: Shady Hills, Hudson, Bayonet Point, Jasmine Estates, New Port Richey East, New Port Richey, Homosassa Springs, Land O' Lakes, Elfers, Trinity and Holiday.

Based in Spring Hill, FLView on map

Questions about Take Point Wealth

How is Take Point Wealth ranked in Spring Hill?

Take Point Wealth is ranked #7 of 105 financial advisors in Spring Hill by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Take Point Wealth serve?

Serves Spring Hill and 11 towns within 25 miles: Shady Hills, Hudson, Bayonet Point, Jasmine Estates, New Port Richey East, New Port Richey, Homosassa Springs, Land O' Lakes, Elfers, Trinity and Holiday. 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 Take Point Wealth?

Take Point Wealth has a rating of 5.0 from 23 Google reviews. 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 Take Point Wealth?

Call Take Point Wealth on (352) 707-2889. The business is at 5327 Commercial Way c114, Spring Hill, FL 34606. 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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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Take Point Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Take Point Wealth (this business)—705.0 (23)——
Dougherty Investment Advisors#5725.0 (59)NoNo1.6 mi
The Compass Group#6704.7 (34)NoNo2.6 mi

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