Elevate Advisors

On Point Wealth Management - Lake Wales, Florida

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 237 E Stuart Ave, Lake Wales, FL 33853.

Website: onpointwealthmanagement.com
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of On Point Wealth Management

On Point Wealth Management 237 E Stuart Ave, Lake Wales, FL 33853

⏰ Open Hours of On Point Wealth Management

  • Monday: 8:30 AM–4 PM
  • Tuesday: 8:30 AM–4 PM
  • Wednesday: 8:30 AM–4 PM
  • Thursday: 8:30 AM–4 PM
  • Friday: 8:30 AM–12:30 PM
  • Saturday: Closed
  • Sunday: Closed

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👍 Reviews of On Point Wealth Management

On Point Wealth Management - Lake Wales, Florida
MaeZ
5/5

I wish I could give more than 5 stars! My parents used Mr. Nelson (Jimmy) for fiduciary services. They always spoke highly of him and his daughter, Maggie, who also works there.

Both of my parents were ill and both passed away within a few months of each other. Due to my mom’s significant illness when my father passed, Jimmy and Maggie came to our house to meet with us rather than make her travel the 45+ minutes to drive to them. Understanding the seriousness of the circumstances, they worked very fast to make sure everything was taken care of.

Through this terribly complicated and stressful time, they have treated me more like family than just a client. Maggie is extremely responsive to email, which I appreciate due to not always having the time to call or the ability to answer calls at work. When I have called, she is always available. They are willing to meet in person or virtually which is also nice, since we do not live in Lake Wales.

I highly recommend their services.

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