Amanda Payne - Financial Advisor, Ameriprise Financial Services, LLC - Alachua (FL)

Liv J Alicia was helpful, professional and very knowledgeable. She was able to answer all of my questions and made the tax preparation process completely stress-free. I am very satisfied with Alicias service at Safety of Wealth in Ocala. I will definitely be a returning customer. Thank you!

Pastor Brad Wickersheim A great team that is interested in and able to help you with your taxes. We connected late in the tax season; our "tax guy," was not able to help us because of a shift from where we had been to being global workers with the uniqueness that brings with it. Trinity Global Financial took us on and helped us through being late. We would not hesitate to recommend them to anyone.

David Deck Lots of nice fun seniors meet for lunch Monday, Wednesday and Friday. The workers are friendly helpful and ready to help.

Taylor Yancey I was looking for a Certified Financial Planner who could help me sort out my accounts and create a clear financial plan. I’m so thankful I found Kyle Kay and Sterling Wealth Management! Kyle explained everything in a way that made sense, and he designed a plan that fits my life and my goals. I truly recommend Kyle and his team for anyone who wants confidence in their retirement planning!