Mountain Financial Inc - Ocala (FL)

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan

Suzanne Sessions Tucker was a huge help to me. He is very customer service oriented. A great employee to your establishment. This was my first time ever meeting him and y’all are honestly lucky to have such a great employee. Thank you, Tucker

Ahasan Habib The employees are outstanding and the most interesting thing is that they have the lowest price on gas in this area.

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.

Angel Gray I have been using Scine CPA Advisors for my business and personal tax preparation for over ten years. Ive also taken advantage of their accounting and business consulting services. They are by far the most reliable, knowledgable and dedicated team I have ever worked with. I couldnt recommend them more highly.

Tammy Pond Super friendly and knowledgeable staff. Thank you so much for your help.

José Miguel Hernández Super Nice people and very helpful. Thank God for putting me on the path to insurance

John Daniel Halicek The guy i spoke with on friday Feb 7 th. Sounded very careing ,professional and friendly with a very courtious demeanor Thanks to him because he listened and cared about what i said!