Denise McCauley - Financial Advisor, Ameriprise Financial Services, LLC - Ocala (FL)

charlie bittinger Great people and always very helpful. If like like banking with a real person you will love this bank.

Gail Griffin Surefire Financial provided us with knowledge and information required to determine an affordable Medicare supplement plan that would bring us peace of mind relative to future healthcare costs and expenses. Lacey and Trenton were easy to work with (no hard sell) and highly professional. They began the meeting with an overview of the company and their mission statement. We were very impressed with both of them. They met our expectations, processed our applications quickly and we were approved within a few days. Cannot emphasize the importance of understanding the variety of Medicare plans to customize a plan to fit your needs and circumstances. Thank you Surefire Financial.

Dawn Vishey A shout out to Carrie Coats of Ameriprise Financial Services. Its important to have financial discussions especially during these times. Carrie and I teamed up for an Pickleball and Financial Wellness clinic. As Carrie guided us through the current financial climate she was fun, informative and tied it back to a sport we are all watching grow exponentially. Thank you The Pickleball Haven of Naples, Pro AM Tennis and Pickleball and Ameriprise Financial Services for your forward thinking and delivery of how personal finances and pickleball have in common: Communication, Risk Management and Goal Setting

Daniel Tredinnick I’ve been a friend and a client of Bill Kastelz for over 20 and I couldn’t recommend anyone better than him.

Victor Espinola We are beyond grateful for the outstanding service provided by Diana, Noah, and their incredible team! Their expertise and dedication in financial planning played a crucial role in helping us secure the house of our dreams. From the initial consultation to the final paperwork, they guided us with clear advice, personalized strategies, and unwavering support. Diana and Noah were always available to answer our questions and made us feel confident and informed throughout the entire process. Their collaborative approach and meticulous attention to detail ensured everything went smoothly. We highly recommend Diana, Noah, and their team to anyone seeking exceptional financial planning services. Thank you for turning our dream into reality!

David Goldman Have used Mark for several years and been happy with our results

Jim Linnan I have had my law firm doing business for over 40 years in several locations in two states, NY & Florida. This is the best, most professional, but personal service I have ever received. Wonderful, knowledgeable and friendly people getting the job done.

James McFarland We have been clients of Premier Wealth Planning from its inception some 12+ years ago. They are a most professional firm and my wife and I recommend them without reservation. We have been working wih Evan Enisman since we started with Premier and find him to be extremely knowledgeable and highly professional in addressing all our needs and any concerns or questions we may have.