The FMC Wealth Management Group - Ocala (FL)

Roberta Velazquez Allard Always kind and never a hassle, good selection of food and no bugs ever!

penny mccarty Rachel did a great job! She was very friendly and helpful. Definitely would recommend going here 10/10

Julius Wright I just had the pleasure of speaking with a Ms.Janet in reference to an old family financial discovery. During the initial phone call she was right on it and when she said “give me the information you have and I’ll get right back to you.” Although even with as sincere as she sounded, I never would have imagined how thorough and above and beyond she was about to go. She did a remarkable job delivering answers to all my questions in addition to delivering new questions already bundled with their answers. Most importantly she did this for me out of the kindness of her heart. You Ms.Janet are a good soul and your colleagues are blessed to have you on their team. Your energy has genuinely made my day and I know it will do the same for my grandmother when she’s hears about you. Blessings to you and those you love, enjoy your evening. Thank you! Sincerely, Julius Wright

Alicia Gutierrez I would like to recommend Mr. Bernett and his assistant Shelly for a superb job and providing great customer service.

Matt Weaver Full disclosure: My company gets health insurance through Philip Financial Group. My experience with Philip Financial has always been extraordinarily great. Any time Ive had an issue or question they have responded within a day, and have even called the insurance company (they are a broker) to handle a few issues for me. On top of that, Ive recently engaged them for personal financial help/advice. Because my health policy is with them, I was not charged for the financial advice. The gentleman I worked with, Dwight, was very professional and helped turn several financial worries into very achievable goals. I cant speak for their work as far as their money services go, as Ive not worked with them in that realm.

Winston Ward I want to recognize Alicia for her outstanding service. She is always responsive, caring, and attentive to detail. What stands out is how she listens with genuine understanding and makes every visit feel important. As a young business owner, I appreciate her professionalism and how she goes above and beyond to make banking stress-free. It gives me confidence knowing that whenever I walk in, I’m greeted by her friendly smile and excellent service.

Ubalner Baez Its been. Over. 20. Years. Sharing. With. Family. Good. People. And. Friends.

Szymon Wojtasik I’ve always been overwhelmed by credit card options—so many terms, hidden fees, and confusing reward systems. CardRates helped me cut through the noise. I found a card that fits my lifestyle and doesn’t punish me for not being a financial expert. The site made me feel like I was making an informed decision, not just guessing.