Take Point Wealth Management - Spring Hill, Florida

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Take Point Wealth Management

Take Point Wealth Management is a highly regarded financial services firm located at 5327 Commercial Way c114, Spring Hill, FL 34606, United States. The company can be reached by phone at 3526160511 or via their website at takepointwealth.com.

Specialties

• Financial planner
• Financial consultant
• Investment service
• Tax consultant
• Tax preparation
• Tax preparation service

Key Features and Services

Take Point Wealth Management offers a wide range of financial services, including personalized financial planning, investment consulting, and tax preparation. The company is known for its comprehensive approach and commitment to helping clients achieve their long-term financial goals. The firm is also proud to be veteran-owned.

The company is committed to providing exceptional service to its clients. Tracy, the administrative assistant, is highly responsive and ensures smooth communication. Erick, the lead financial advisor, takes the time to understand each client's unique needs and circumstances before developing a tailored financial strategy that aligns with their goals.

Accessibility

• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Wheelchair-accessible car park

Reviews and Testimonials

Take Point Wealth Management has received 12 reviews on Google My Business, with an impressive average rating of 5 out of 5 stars. Clients consistently praise the company for its personalized approach, thorough planning, and exceptional customer service. One client, for example, appreciated how Erick listened to their needs and developed a financial strategy that perfectly fit their requirements while maintaining flexibility.

In summary, Take Point Wealth Management is a top-notch financial services firm that offers a wide range of services, including financial planning, investment consulting, and tax preparation. The company is known for its personalized approach, exceptional customer service, and commitment to helping clients achieve their long-term financial goals.

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👍 Reviews of Take Point Wealth Management

Mr. K.

5/5

I went to Erick as I was retiring and needed to set up a strategy to maintain income, but also steadily grow my assets. We worked together, looked at all the options, and settled on something that fits perfectly, but still leaves me with financial flexibility. He really listened to my needs. Tracy sets up my appointments, communicates anything of importance immediately. All in all, a very positive experience.

Kathy- 5. S. R. E. C. L.

5/5

My husband and I attended a free “Learning about Retirement” seminar hosted by Erick Arnette. We learned so much just from this one event. In the months following, I began listening to Erick’s podcasts and felt comfortable with this company’s approach to wealth management. Erick and Jacob have taken the time to get to know and understand our retirement needs through zoom meetings. They have explained their approach and we are on board. Even though we are not millionaires, they are helping us get to and through retirement!
Kathy

FL L.

5/5

Erick is very knowledgeable, professional and nice. He takes the time to explain things to me so I understand. He took the time to listen and learn what I wanted and has helped me get there. I would HIGHLY recommend Take Point Wealth Management.

Theresa W.

5/5

Mr. Arnett has always been available to me
7 days a week. He answers ASAP. Awesome
Person , He has never steered me in a wrong direction. I have total faith in Take Point Wealth and Erick Arnett.

Dennis F.

5/5

Excellent communication and takes actions promptly. Offers a variety of investment opportunities and balanced approach to investing. Erick is knowledgeable and aware of market conditions and trends.

Jay J.

5/5

Take Point Wealth Management is a huge benefit to me, as I know my investments are being handled by the best and most knowledgeable fiduciary services, to make sure my money works for me.

Lee P.

5/5

I like how the investment strategy is customized to my needs and is constantly being monitored to make sure that happens. The movement within the investment to make sure the best is being done is really good.

Susan

5/5

Eric is very knowledgeable and most willing to respond to inquiries and explain things very well. Most of all I trust him!