Central Florida Wealth Management - Ocala (FL)

Kate Freeman This location at 821 Beachland Boulevard does, in fact, have an M&T Bank ATM with access during business hours. Our Vero Beach location is a Wealth Management office and not a bank branch serving retail clients. All M&T Bank and Wilmington Trust clients are welcome to use the ATM, located inside the office.

dahyana Perez Very thorough, very reliable and custom tailored service for each client. My Fiancée and I went came into the office for a loan and Mike the loan Rep was nothing but helpful and pleasent to work with. He reviewed all the contract with us and was knowledgeable when answering our questions. When in need of quick cash for an emergency I highly recommend them. Just make sure to pay back the principal as quickly as possible, similar to every other loaning institution. Overall great experience.

Niya R Stellar service, quick notary. Troy assisted like 20 people while helping us and multitasking to get people in and out as quick as possible. Very professional and hard working!

Rhonda Dohrmann Dustin was so polite and helpful, I called about a high mileage vehicle, him and the Team of Titan Chevrolet were able to help me secure my 1st time buying a car that Im gonna have to make payments on. They were able to explain any and all questions I thought of or hadnt even asked. Completely honest and helpful team. Theyve earned my complete loyalty for life!

Krystal Volpe Jesus walked us through the beginning steps and ways to prepare for future goals. He was patient and explained things in a way you could understand. You can tell he has the clients best interest not his own, I have not experienced that with any other advisors I have spoke with. Jesus is very professional, knows what hes talking about about, and will help many people!

Christopher Artwohl Amazing staff here and very helpful!!

Carlos Velazquez HORRIBLE!! I wouldn’t put even 1 star, they don’t deserve it. Last time I made my tax here, I waste 8 hours waiting for them to do my taxes, and also they took me 638.90, this it’s the worst and unprofessional place I’ve ever been