Miller & Associates - Ameriprise Financial Services, LLC - Ocala (FL)

Giovanni Rossi I was approached by a Coastal Wealth professional while at a restaurant and after a small conversation, I decided to take the meeting. Thankfully I did! Matthew was professional from start to finish and helped me with all of my insurance planning that I had been putting off for years. I plan to continue working with this firm for all of the financial planning needs.

Tammie Craft Jon Stoneburners communication was top-notch — I always knew where we were in the process — and the worked hard to get the buyer the best possible rate. Closing was on time and completely smooth. I highly recommend Jon to anyone looking for a professional, trustworthy, and responsive mortgage lender.

Linda R. Prince Scott Sade is our trusted advisor, assisting us in securing our childrens future! Scott is well-versed in comprehensive wealth management, investment management, retirement planning and estate planning advice. I trust him implicitly with our financial security and his confident ability to redirect our focus on our future goals! He always has our best interest at heart and is clear in goal to help us help ourselves and our childrens children!

Bonnie o This is my favorite CU. Any issue that Ive had has been quickly resolved. Christian Martinez and Nancy New are respectful and eager to help. They always welcome me and make me feel very comfortable. I really appreciate their assistance and encourage others to join this CU. I have been a member since the 1980s and have kept my account with them even while living in Seattle and Philadelphia. Love them!

Claire Pillarelli Working with Scott has been great and I kinda wish I would have engaged with him sooner!! After years of self-managing my investments, I needed & wanted the confidence of a financial professional to help me navigate through post-hurricane money & property woes and also make sure none of that derailed my retirement goals. After just a couple months, I feel a huge sense of relief to have Scotts expertise and support in guiding my investment strategy now. Its been an even bigger bonus to have his guidance with the turbulent changes in the stock market over the last few months! I enjoy reading his newsletters each month and know I can reach out with any questions, concerns or guidance on paths to take when the marketplace is uncertain. If youve been debating on whether to work with a professional financial team...stop pondering now and just reach out to Retire Orlando today!! You will be super happy you did!

P.M.A Broadcasting Thank you guys for your valuable insight! Youve giving me hope again in this hopless lockdown! The future stays bright! Thank you for everything!

Thymeless Aeon Very nice staff. Very clean environment and good selection and quality items ❤️❤️❤️