Growing and preserving wealth through tax savings and efficient transfer of wealth.
On Point Wealth Management
29 SR 60 West
Lake Wales, FL 33853
863-456-4768
James M. “Jimmy” Nelson is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with On Point Wealth Management. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Company Details
- Founded
- 2006
- Address
- 29 State Road 60 W, Lake Wales,florida 33853,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Lake Wales, Florida
On Point Wealth Management Questions
On Point Wealth Management's website is https://www.onpointwealthmanagement.com
On Point Wealth Management's LinkedIn profile is https://www.linkedin.com/company/on-point-wealth-management
On Point Wealth Management's industry is
Financial Services
On Point Wealth Management's top competitors are
Young Insurance Professionals Of Toronto (Yipt),
First National Financial Lp,
Snowden Lane Partners,
Insurance Business Canada Magazine.
On Point Wealth Management's categories are Financial Services
On Point Wealth Management's founding year is 2006
