Tomaszewski Wealth Management of Raymond James - Ocala (FL)

alex lewis Aaron’s a fantastic financial advisor! He’s super approachable, breaks down complex money stuff into plain English, and makes you feel at ease. Whether you’re planning for retirement or just sorting out a budget, he listens, explains things clearly, and tailors advice to your needs. Highly recommend him for anyone looking for guidance without the jargon!

James Redd Dan and Lori have been a blessing. They helped my grandparents get $100,000+ in additional social security benefits and then worked their assets around to allow them to both retire within the month. And there is no hidden fee. Thank you, Dan & Lori!!!!

frank falcon Very grateful for the good service.

Carl Cotner Been doing business with them for several years. A joy to deal with

Keisha Adams I had an awesome experience!!! The ladies were very knowledgeable and gave me great advice.

Darius Jordan Amazing imma overseas contractor she is my CPA for my career great work