Canopy 360 Wealth - Ocala (FL)

Mishelle Kochel We have been blessed to have Karen as our tax preparer back in the day when she was helping her dad, Ken. We have moved to 7 other states since that time and she has been providing expert customer service and professional tax preparation each amd every year, regardless of where we have lived. I wouldnt go to or trust anyone else!!!

Red Flag All I have to say is GREAT SERVICE, GREAT SERVICE EVER!! I never received that kind of service in any banks. I came in late to open an account. "Lisa" was TOP notch for providing the service. She was very happy to provide the service even though it was time for her to leave. This kind of FANTASTIC service needs to be provided everywhere. I will definitely referred anyone to "Power Financial Credit Union". Perfect service!!

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!

nancy n Jacob is a stellar human, whom I trust more than any financial advisor I have ever worked with! He was a brilliant analyst even in high school, with such a strong vision of sharing success with others. I never met such a bright young man with such a solid and strong character! Now that I work with him, I’ll never look back at all the disappointing experiences I had with the big institutional advisors. I’m never worried about what the market is doing, because Jacob performs so well throughout; he truly understands my risk tolerance and income needs. He has my holdings well diversified, with limited downside risk, and with guaranteed income for retirement. He spends as much time as needed, to make sure I understand everything and make informed strategic decisions, all stress-free. The people that find Jacob will have a trusted advisor for life, and for the next generation, too! 10*++!!

Jeff Boston Chris Hudson and their staff are what’s up. Sincerity, friendliness, and transparency show their on your side. Have been with them for years . I highly recommend this financial advisor.

Karen Porter It is quite odd that the 1 star review met with Reagan and thought she was a he. I have had her help me with my portfolio for years and SHE is great!

Bill Muller We retired in 2002 and became Provise clients in 2002. Together we have been through the highs as well as the lows. Ray and Kim put together a solid, balanced plan that has performed very well over these years. We are enjoying an active retirement, without anxiety, confident that the long term financial plan will continue to provide our needs.