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 firm focused on providing top-notch financial planning, consulting, and life insurance services. Their phone number is 6315922017 and their website can be found at robertkilroy.com.

The company specializes in financial planning, financial consulting, and life insurance agency. They also offer wheelchair-accessible facilities, including parking, entrance, and toilets, making their services more accessible to all clients. It is recommended to make an appointment prior to visiting.

Point Wealth Management has received positive feedback from its clients, with an average rating of 5/5 based on 1 review on Google My Business.

Characteristics:

• Specializes in financial planning, consulting, and life insurance
• Wheelchair-accessible facilities
• Appointments recommended

Location and Contact Information:

• 400 Broadhollow Rd # 200, Melville, NY 11747, United States
• Phone: 6315922017
• Website: robertkilroy.com

Additional Information:

• Specialties: Financial planner, Financial consultant, Life insurance agency
• Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet
• Opinions: This company has 1 reviews on Google My Business.
• Average opinion: 5/5.

👍 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.