Zinnia Wealth Management - Ocala (FL)

Terry C We thoroughly enjoyed meeting Nikki and Sarah at a recent social security seminar that we attended. They had a lot of good information to share so I would suggest this for anyone who may be nearing retirement and has some questions. We met with Nikki today for a private consultation and we are looking forward to a planning session with her where we will talk about some more specifics.

Ellen Marshall O people answer the phone hours aren’t listed Not looking online Please make phone friendly to customers

Sebastian I had an amazing experience working with Kelly and Nikole! They were professional, knowledgeable, and made the entire tax process seamless and stress-free. They took the time to answer all my questions, ensured I got the best possible refund, and provided excellent customer service from start to finish. I highly recommend kp financial firm to anyone looking for reliable and trustworthy tax help!

J. Shaw Renner I have been a client of Mr. Charles Bryant for over 8 years. I am very pleased with his watchful eyes concerning my portfolio. He is the reason I have been a client for so long. As a single woman, I appreciate his expertise in investing. Update: Just want to say it’s been 2 years since my original review and Mr. Bryant is still my Financial investment consultant. He is doing a great job. And my investments have flourished through all the covid 19 months. Thank you Charles Bryant!

Kylin Hancock Kelly Andre, thank you from the bottom of my heart for being so amazing and absolutely the sweetest most helpful person Ive ever had the pleasure to help with my banking.

Brian Kidder My family has been working with Jamie for a few years now and she has been excellent. She is professional, honest and truly cares about the people she advises. She really does have the heart of a teacher in explaining money matters and is very reliable and easy to talk to and get a hold of with any questions. Bergen Wealth Management is the place to go for your financial needs.

Heather Potts The best Amscot Ive ever been too! Everyone there is always so pleasant and helpful! The 3 main associates that always help me (CC, Kelly and Zaida) are absolutely amazing and such an asset to your company! They all deserve a raise!

SNAKE MIESTER Very good service. Wonderful eggs and okra syrup pancakes. 10/10! Went back again, got some Mac and cheese. Delicious!