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February 2023 by KEN CLARK
Great experience!They stay on top of the changing times!
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February 2023 by FL Lady
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.
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February 2023 by Jay Judge
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.
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February 2023 by Dennis Filger
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.
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February 2023 by Lee Preiser
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.
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February 2023 by Susan
Eric is very knowledgeable and most willing to respond to inquiries and explain things very well. Most of all I trust him!
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February 2023 by Theresa Walasek
Mr. Arnett has always been available to me7 days a week. He answers ASAP. AwesomePerson , He has never steered me in a wrong direction. I have total faith in Take Point Wealth and Erick Arnett.