Canopy 360 Wealth - Ocala (FL)

Brianna Parrotta The Bailey Group went above and beyond in my recent experience with them. Scott Mcintosh went out of his way during a holiday weekend to help my family secure crucial insurance coverage for a family member in a time-sensitive, emergency situation. His willingness to assist during such a challenging time for my family made all the difference. Cheyenne Goode is also always so kind and was such a help in routing us to the correct contact. I highly recommend working with their team.

Rachel Page Nothing but the best here. The teller(Im sorry I forgot your name) and Art were extremely helpful in getting a mess of things sorted out for us. We appreciate every bit and cant say enough! We walked in a bit stressed and they both simplified things for us- walking out at ease and super happy! Thank you.

Karen Dennis An amazing, caring and knowledgeable group of talented professionals.

Gerry with-a-G A MASTERCLASS IN CUSTOMER SERVICE! Gabby helped me with opening an account the other day & provided world-class service one would come to expect from larger institutions! As I walked into their front lobby, Gabby grabbed my attention and acknowledged me with a smile, a friendly greeting & welcomed me to the Credit Union. Now, thats a warm welcome, I thought to myself. Her tone of sincerity when she asked "How may I be of service to you" is what crystalized by first impression of the credit union: a place I’d like to do business with. We went through the process of opening my account as Gabby paid special attention to the fact that I had just moved into Ocala. She pointed out the other branch in town along with a thorough overview of all their services - not taking anything for granted. Our conversation was driven by her questions, seeking to understand my banking needs, so I sensed that she was not working off a "service script" like so many other credit unions. For the first time in about 3 decades, my experience in dealing with a credit union was not painful. It was pleasant, efficient, and gave me the confidence that this place will treat me right, like a TRUE partner would. Now, I look forward to my next visit. Extra bonus: She didnt have to wish me "Have a Magical Day"... as I was already on cloud 9!

Geoff Cunningham Mike and Shoreline are a top notch group. They have enabled me to look at my personal financials with a more informed set of eyes. In addition, they have helped me to modernize my approach to being a professional in the modern workplace. I will be working with Mike for years to come and suggest you do the same!

Sue Hill So rude run dont walk Especially Carl who runs that office