Point Wealth Management - Melville, New York

Point Wealth Management

Point Wealth Management, located at 400 Broadhollow Rd # 200, Melville, NY 11747, United States, is a reputable financial services firm that offers a range of specialized services to help individuals and businesses achieve their financial goals. With a dedicated team of experienced professionals, including financial planners, advisors, and life insurance agents, Point Wealth Management provides comprehensive and personalized solutions tailored to each client's unique needs.

Specialties

• Financial planning
• Financial advice
• Life insurance

Accessibility Features

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

Contact Information

To schedule an appointment or discuss your financial needs, please contact Point Wealth Management by phone at 631-592-2017 or visit their website at robertkilroy.com.

Reviews

Point Wealth Management has received 1 review on Google My Business, with an average rating of 5 out of 5 stars. Clients appreciate the personalized attention and expert advice provided by the team at Point Wealth Management, which has helped them achieve their financial goals and secure their financial future.

👍 Reviews of Point Wealth Management

BDGreco

5/5

I never realized how much I needed a money manager until I went to a money manager.
I'm not exactly sure how to write a financial planner review, but I'll give it a shot.

The experience I had with Robert Kilroy and Cortney Fortunato was extremely professional, well prepared and very insightful. I believe it was the most comfortable conversations I've had about money in my entire life with anyone. With my information in their hands, they laid out a very comprehensive and focused direction of my financial future. Some things I have thought of on my own and wanted to hear and others were ideas I've never heard before but we're extremely appropriate for my situation and my life right now.

I would highly recommend anybody to contact Point Wealth Management and at least hear them out. There was absolutely no pressure to move forward as a consultation and there is no charge for a conversation with them. This group absolutely knows what they're talking about, so it's no surprise that I have taken their advice and decided to go with them.
Of course time will tell, but I feel extremely confident in their competence. My wife and I looking forward to seeing the plans come to fruition.