Zinnia Wealth Management - Ocala (FL)

5 /5 Contessa: Absolutely the best wealth management group we’ve had the pleasure of working with. Charisse Rivers had taken our investments to higher levels and we can’t say enough. She with her team of professionals understands the customer, their concerns and end goals. We couldn’t be happier.

5 /5 Julie Kuenzel: The Zinnia staff take the time needed to really get to know people they are working with. They ask questions, listen to what people need/want, and help develop a portfolio that is perfect for you. We have been very pleased with our business with Zinnia and have recommended several people to them.

5 /5 Mike Whitehead: Zinnia began managing our finances a little more than a year ago. We have been exceptionally pleased with their management, especially since we are one of their smaller clients. They truly manage our money like it was theirs!! If there was a rating with 8 stars, they would rate 8 stars.

5 /5 Abe the Believer: Zinnia is absolutely the best. What a treasure for the good people of Florida to have such a dedicated financial team that exudes trust and integrity. I have personally worked with Charisse for over a decade and know that her expertise is unparalleled in the financial services industry. 5 stars is not enough!

5 /5 Carl Byington: I met with Paul Autodore, he was very knowledgeable and gave excellent financial advice, I would highly recommend him and Zinnia Wealth to everyone!!!