Canopy 360 Wealth - Ocala (FL)

Lara Private didnt cover 60% of a cleaning and xray! run of the mill stuff. before i got this paperwork today i just one one tiny filling. cant wait to see what they dont cover for that. cancelling it tomorrow. ill just pay out of pocket for cleanings and xrays. terrible.

Cathy Coburn Linda is the best and her staff are the best in the business! Just all around great people. Rachael is awesome and knowledgeable too.

Ramona Rivera Needed help with my auto withdrawal for rent. The ap. I had didn’t withdraw the right amount. Susan Hodo helped me with getting it set right. She has always been extremely helpful and is very knowledgeable with banking questions. She is professionable, efficient and always make everyone she deals with feel as though they are her only customers for the day. I trust her with my life! Because of her myself, my ex husband, and both my grown children and grand children use her and mid- Florida for all our banking needs. Thank you for having her on your team!!!

a kohn I want to extend my sincere thanks to Jenny for her exceptional work on my business plan. Not only did she capture my vision with clarity and professionalism, but her strategic guidance played a key role in helping me secure an approved license—the first of its kind. Her attention to detail, industry knowledge, and ability to communicate complex ideas in a straightforward and compelling way made all the difference. I now have a strong, investor-ready plan and a solid foundation to build on. I highly recommend her services to anyone launching or growing a business.

Linda Adams Ryan Adams is the best. I put my trust in him because I know him personally. I am amazed at what he has done for me. He does know his stuff.

Suzanne Wright Greg Mills is a man of integrity and will be an asset to you. He can help you plan, adjust, and make progress with your investment and retirement goals. Friendly and professional, hes been a blessing to me for the last decade or more!

Antonio Insausti I’ve seen firsthand how dedicated they are to helping small business owners access the right funding solutions. Their team is responsive, professional, and truly focused on results. If you’re looking for working capital, equipment financing,  lines of credit, commercial real estate lending or C-PACE, Fortis delivers.

Norbert Tuseo Good reputation