Cala Financial Group LLC - Ocala (FL)

Dawn KristeSis Yet another bad experience Ive now had two terrible experiences with this company. Ten days and 4 phone calls call center misinforms client I would assume in a scheme to hang onto your money as long as humanly possible. I feel grossly undeserved and I cant wait to be rid of this cause many I have contacted the attorney General and will now contact the better business bureau. Pull your money now they will take months to pay out. Run far and fast

Chris Sutherland Our family came to Sunrise Wealth Advisors a few years ago because we wanted to be certain we were doing everything possible to make the most out of our (eventual) retirement. Not only did our personal advisor, Nick, walk us through everything we wanted to know, he took the time to find out about our interests and values because we told him it was important to us to invest in companies we believed in. He has taken everything weve ever talked about into account and made absolutely amazing investment decisions for us ... our portfolio has absolutely blossomed! The entire team has been welcoming and helpful to an unparalleled degree. We couldnt be more pleased with having chosen Sunrise Wealth Advisors for planning our future!

Damon Katsikas EXCELLENT PROVIDER! Much thanks to Celeste and the entire staff for your professionalism and understanding. I couldn’t get a thing done working myself directly with the Healthcare Marketplace and somehow One Point Multi-Services was able to lock me into a Great health insurance plan that included all my previous doctors And within my budget. Many Blessings, Damon

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan

Donna Ridings Wouldnt put my money anywhere else or have my family go to ANYONE else. Family owned Renee and Monique actually honest and not out to just sell you but care about their clients futures.

James Mincello Great team of financial professionals, Gary and Scott are very concerned about our finances and the best way for us to invest.

James Tameka made everything so easy. I had a 10min conversation over the phone with her ... & she had me in the office a hour later with everything ready to go ... So Fast & Friendly....A REAL Professional

Wendy Aguiar From the people who answer the phone to the closing agent and everyone in between, what a top notch company! Specifically, Melinda went above and beyond the call of duty with the patience of a saint. First, believe me when I say that I did my homework and their prices are the most reasonable to be found. Some places quoted nearly double. Next, they are thorough, attentive and honest. I have completed two transactions with them and I would recommend them to anyone in a heartbeat (even if you live out of town) because you can trust them. They are kind and informative through every step of the process. If I ever close on another property, its a no-brainer; I know that they have my back and they are professional. My situation was fairly complicated and they handled it with ease and lifted the burden. Although Ive never met them in person, they have my utmost respect because they clearly know their business and how to address details up front to avoid problems later. Wonderful people. I wish I could give them 10 stars!!!

CowboyTroy AndAngelDavis I enjoy Misty doing our taxes each year. She and Pat are so helpful to answer our questions and provide information of a potential mishap helping us to make a more informed decision. The staff is always polite, will go out of their way to help get an appointment that works within our schedules and are greeted so warmly each time we enter the office even if we dont have an appointment.