Sterling Wealth Management, LLC - Ocala (FL)

Diane Newham Miracle has made my experience with insta loan a five star hit. Polite, kind, and gentle are the customer service reps the have on our side. She was outstanding

Eric Keiles I never expected that my financial advisors would be such an integral part of my business and familys "team". The crew at Miller Financial Group took us through the LifePlan Design Process and it opened our eyes to all of the possibilities we could take advantage of for a more "favorable financial future" (thats they way they say it). If you are thinking about working with them, just go. I recommend them without hesitation.

Ricardo Gomez Echavarria Ecxelent Building, clean, safety and an a good place for your office

Jesus Perez As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.

Sam Nunnally These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.

Peter Callan Sal at Finance Solutions has been fantastic to work with, Sal was able to guide me through the SBA process to secure much needed funding for my business when no one else was able to. Sal has become a huge supporter of my business and also a friend. I highly recommend Finance Solutions if you are considering working with them.

Trisha Pritts What an amazing team of advisors! I highly recommend Knight he is extremely knowledgeable!