Sterling Wealth Management, LLC - Ocala (FL)

Andrew Gibbons The staff at First Command in Pensacola are highly professional, experienced, and adaptive to your goals. Tory Sokul is willing to take the time to walk you through each step, making sure you fully understand the “why” behind your financial planning decisions. His dedication to providing you the tools to achieve your financial objectives are top notch. I highly encourage anyone (active duty, separated, retired, or otherwise) to reach out to First Command to learn about incorporating financial planning as early in your professional development as possible.

Sylvia Ward Employees are always welcome and helpful:)

Calu Kimbo Everyone at this location is friendly and helpful. A special thank you to Karen who always takes the time to help me to navigate issues and to answer questions. The best thing is that it is always easy to get an actual human being on the phone. I moved most all of my banking to USB because the big bank I used has closed most of their centers, closed the drive through in the one local center that remains and it impossible to get a real person on the phone. Im very happy with USB

Janay Troutman Devin Richard and staff at Frontline has been instrumental in helping us plan for our future. They are incredibly personable and easy to talk to, while also maintaining a high level of professionalism. We always feel heard and understood, and appreciate how they keep our long-term goals in focus. Excellent service all around!

Karen Gawronski Fortunately for me as I struggled with the barrage of information regarding my approaching medicare enrollment several years ago, someone I trusted directed me to Lloyd at Mintco. When we met, he explained my options so clearly, it was easy to make a decision. We discussed and arranged some other insurance options relevant to my situation. He was informative, professional and helpful with a friendly demeanor. His services for that did not cost me anything! Every fall Lloyd connects with me to check if my policy is still the best fit. Although the main focus of the firm is financial management, he takes the time to call me and ensure I have what I need. He is a well trusted advisor whatever the level of your needs. Thank you Lloyd!

Jenn Sineath I recently needed to open an estate account. After trying several banks in Winter Haven and Bartow, I went to South State Bank in Bartow (Winter Haven branch was useless). I had the pleasure of meeting Maria. She was wonderful! We went through all the documents I had, she let me know what I still needed, scanned what she could and waited until I was able to get the rest of the items. Once I was able to get them and give them to her, she opened the account. It was so easy working with her and she did it all with a smile and kindness. Thank you Maria!

Dale Bridges Mr. Dale, I wanted to thank you again for helping me get another car so quickly after I wrecked my other car. It wasnt a particularly happy time for me. You made buying the Fiat a very easy and pleasant experience. You were very kind to answer my questions and help with the details as buying a car completely over the phone was a new exexperience for me. I am glad to attest that you and your finance department were so helpful and honest. I added a few items to my car to "make it mine". I think its cute! Please add me as a happy customer and a reference. Regards Terri Motola Brooksville, FL