On Point Strategic Planning, LLC


Financial & Investment Services

About Us

On Point Strategic Planning is Veteran owned business dedicated to providing you with complete financial solutions, specifically focused on building long-term relationships with individuals, employees, and business owners to achieve financial security.

Licensed to sell insurance in: CA,DE, FL, GA, IN, KY, MD, MI, NC, NJ, NY, OK, PA, SC, TX, VA & WA
Licensed to sell securities in: CA, DE, FL, GA, KY, LA, NC, NJ, NY, OK, PA, SC, TX, VA & WA

CA Insurance Lic. #0L06036

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC(www.SIPC.org). On Point Strategic Planning, LLC, is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202510-3171530

Rep/Contact Info

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Jerry Wade
Financial / Special Needs Planner