On-Point Financial Services is a California-based financial planning and wealth management firm. They provide a range of personalized services including investment management, retirement strategies, estate conservation, and insurance products. The firm's mission is to help clients identify and prioritize their financial objectives and develop comprehensive strategies to achieve them. On-Point Financial Services operates as an independent firm with its advisors registered with Kestra Investment Services, LLC and Kestra Advisory Services, LLC, which provides the regulatory framework and platform for their securities and advisory business.

Founded in

United States