Take Point Wealth Management - Spring Hill, Florida

Take Point Wealth Management: A Comprehensive Guide

Address: 5327 Commercial Way c114, Spring Hill, FL 34606.

Phone: 6160511.

Website: takepointwealth.com.

Specialties: Financial planner, Financial consultant, Investment service, Tax consultant, Tax preparation, Tax preparation service.

Other points of interest: Identifies as veteran-owned, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.

Opinions: This company has 12 reviews on Google My Business.

Average opinion: 5/5.

About Take Point Wealth Management

Take Point Wealth Management is a reputable financial services company located in Spring Hill, Florida, USA. The company specializes in a range of services including financial planning, consulting, investment services, tax consultation, and tax preparation. With a focus on individual needs, this veteran-owned business provides personalized solutions to help clients achieve their financial goals.

Accessibility and Services

Take Point Wealth Management is committed to making their services accessible to everyone. They offer a wheelchair accessible entrance, parking lot, and restroom to accommodate clients with disabilities. Appointments are recommended to ensure personalized attention and quality service.

Specialized Services

The company's financial planners work closely with clients to understand their unique financial situations and objectives. They then develop customized strategies to help clients maintain income, grow their assets, and achieve financial flexibility. Their investment services are tailored to each client's risk tolerance and financial goals.

Tax Consultation and Preparation

Take Point Wealth Management also provides expert tax consultation and preparation services. Their tax consultants work with clients to optimize their tax strategies, minimize their tax burden, and ensure compliance with all applicable laws.

Client Reviews and Testimonials

Take Point Wealth Management has received positive feedback from its clients. Many praise the company for its personalized approach and the dedication of its staff. One client mentioned how Erick, a financial planner, listened to their needs and helped them develop a financial strategy that fits their lifestyle. Tracy, who sets up appointments and communicates important information, is also commended for her professionalism and timeliness.

Why Choose Take Point Wealth Management

With a strong focus on personalized service, accessibility, and expertise, Take Point Wealth Management is an excellent choice for individuals seeking comprehensive financial planning and investment services. Their commitment to client satisfaction, coupled with their specialization in various financial areas, makes them a reliable partner in achieving financial success.

To learn more or to schedule an appointment, visit their website at takepointwealth.com or contact them directly at 6160511. Take the first step towards securing your financial future with Take Point Wealth Management today

👍 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!