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On Point Wealth Management
Financial Planner in Lake Wales FL
Areas of Expertise | financial planners |
∞ 0 recommendations recommend -
Address
237 E. Stuart Ave.
Lake Wales, FL
33853 -
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Map/Directions
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About
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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I've been doing this for 20 years
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Hours of Operation
Mon - Thu 8:30AM - 4:00PM
Fri 8:30AM - 12:30PM
Sat - Sun Closed
Holidays Closed