Company Information

Get to know On-Point Financial Services

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.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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On-Point Financial Services

United States

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(327 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.