On Point Wealth Management
34161 Yucaipa Boulevard, Yucaipa, CA 92399
Hours open
Monday:
9:00 AM - 4:00 PM
Tuesday:
9:00 AM - 4:00 PM
Wednesday:
9:00 AM - 4:00 PM
Thursday:
9:00 AM - 4:00 PM
Friday:
9:00 AM - 1:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
On Point Wealth Management is an independent finance institution located in Yucaipa, California, United States. We offer personalized wealth management services to individuals, families, and small business owners in the Southern California area. Our goal is to help you build and manage your wealth in a way that aligns with your financial goals and aspirations.
As your personal CFO, we work with you to develop investment strategies that can help you thrive both financially and personally. From retirement planning to wealth transfer, we handle the financial details so that you can focus on what matters most to you.
Steven Antinucci, a registered representative with LPL Financial, leads our team and is dedicated to providing exceptional service to our clients. We invite you to explore our website, where you can find informative videos and useful calculators to help you on your financial journey. Contact us today to learn more about how On Point Wealth Management can help point your financial goals in the right direction.
Reviews
"Very helpful..knowledgable and friendly"
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