Wealth and Income Strategies Inc. - Ocala (FL)

Suncoast DreamTeam If I could leave a 0 I would!!! My business partner and I were in the building meeting a client and were not aware that each suite had reserved parking, we thought the lot was reserved for the building itself. So we leave and a car had purposely blocked one of our cars in. Parked in the middle of the lot. We went to the suite to be greeted with an extremely rude receptionist and some guy in shorts and a t-shirt. First sign of unprofessionalism. They were both extremely rude and gave us an unbelievable attitude. She simply could have parked in the other spot for their office and left a note or could have been more understanding of the mistake... especially for guests of the building. For a financial office thats supposed to be professional and want peoples business, it was very disappointing. Out of the hundreds of clients of ours and we will tell our work colleagues about the experience as well...we will never refer 1!!!! That could have been handled much more professionally.

George Blanco Good financial company, 100% effective and 100% recommended.

Michael Shirazi At this place, they open early they help you even if they don’t offer the service they’ll direct you the right way they care about you. I’ve never been more pleased with the company this place is five stars. Thank you, Monique.

CARLO SIMPLIS Edwina was very helpful

Lynda LePage Best bank! I have always had excellent service with them. This is my bank for life. Thank you CCU for everything that you have done for me

Chase Shelly John is awesome! He’s a great guy who truly cares about his career and his clients. I would totally recommend him if you are looking for a financial advisor.

Sabine Robertson Over time, Ive come to know Yvonne. Our professional connection has grown into a friendship. What I value most is her quick response to questions. Yvonne is not just a financial advisor; shes a trustworthy financial partner. Simply put, Yvonne represents a perfect blend of expertise, integrity, and client focus. If you are looking for a Financial Advisor I would start with Yvonne Shanklin.