Point Wealth Management

Point Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Point Wealth Management, Finance, 400 Broadhollow Road, Suite 200, Melville, NY.

Wishing a very happy birthday to our Client Service Specialist, DJ! Wishing her a beautiful and bright year ahead.
04/29/2026

Wishing a very happy birthday to our Client Service Specialist, DJ! Wishing her a beautiful and bright year ahead.

Join us in wishing Rekha a very happy birthday! Her years of service and vast experience make our team stronger every da...
04/17/2026

Join us in wishing Rekha a very happy birthday! Her years of service and vast experience make our team stronger every day.

Honored to share that Rob Kilroy has been recognized on the Forbes 2026 Best-In-State Wealth Advisors list—another year ...
04/09/2026

Honored to share that Rob Kilroy has been recognized on the Forbes 2026 Best-In-State Wealth Advisors list—another year in a row. We view this as a responsibility to keep raising the bar in advice, service, and experience. Your trust fuels the work we do every day, and we’ll keep pushing to deliver clear advice, disciplined planning, and thoughtful service. Thank you for allowing us to be part of your journey.

https://www.forbes.com/lists/best-in-state-wealth-advisors/

(Ranking Published April 2026. Data as of 6/30/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo)

Happy Birthday to our Chief Operating Officer, Lauren McNeill! Your leadership and dedication are pivotal to our success...
04/08/2026

Happy Birthday to our Chief Operating Officer, Lauren McNeill! Your leadership and dedication are pivotal to our success — thank you for all you do. Wishing you a wonderful year ahead.

Happy Easter 🐰🐣🌷🌼 As the season shifts into spring, it's a natural time to reflect, reset, and look ahead with renewed p...
04/05/2026

Happy Easter 🐰🐣🌷🌼

As the season shifts into spring, it's a natural time to reflect, reset, and look ahead with renewed perspective. Wishing you a wonderful day filled with joy, positivity, and connection.

Wishing a meaningful Passover to all who celebrate. This season of reflection and renewal reminds us of the enduring val...
04/01/2026

Wishing a meaningful Passover to all who celebrate.

This season of reflection and renewal reminds us of the enduring values of freedom, resilience, and tradition. May your holiday be filled with peace, connection, and time well spent with those who matter most.

03/26/2026

Being confident with your finances is a huge flex. With a little bit of planning, I can help you feel good about where you and your money are headed.

We had the sweetest surprise for our bride-to-be, DJ: an office bridal shower complete with games, shared stories, and s...
03/24/2026

We had the sweetest surprise for our bride-to-be, DJ: an office bridal shower complete with games, shared stories, and sweet treats. DJ, we’re so excited for you and Mike—here’s to a beautiful next chapter! 🍾💍

Finding a pot of gold is lucky. Planning for one is smarter. Happy St. Patrick's Day! 🌈☘️
03/17/2026

Finding a pot of gold is lucky. Planning for one is smarter.

Happy St. Patrick's Day! 🌈☘️

03/16/2026

I can help you set up a financial plan today to help you feel more comfortable in the future. Reach out. Let’s chat.

Wishing a very happy birthday to our Investment Specialist, Kevin. Cheers to a bright year ahead!
03/12/2026

Wishing a very happy birthday to our Investment Specialist, Kevin. Cheers to a bright year ahead!

Spring is in the air and with a little bit of elbow grease, financial peace-of-mind could be just around the corner. Rea...
03/11/2026

Spring is in the air and with a little bit of elbow grease, financial peace-of-mind could be just around the corner. Reach out if you want a fresh start on your plan.

Address

400 Broadhollow Road, Suite 200
Melville, NY
11747

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 4pm

Telephone

+16315922017

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