Find the Best 15 Finance services in Ocala, FL

Hank Grossman Called Onemain to see about refinancing my vehicle spoke to Jackie on the phone. She was very friendly and knowledgeable of what she was doing. The loan took approximately 24 hours or less very easy process highly recommend. If you’re looking for a loan short in cash, go see them.

M Hart The combination of large company resources and a local family office feel helps make Merrill a great place to be a client and employee. Weve found that consistent, high quality advice at a reasonable price translates into clients achieving their financial goals.

Arlene Mensinga We have experienced the best retirement advisors around. We have had other financial companies, but none have shown us the honesty, kindness, and care that this group provides. Highly recommended! We feel comfortable and secure with our investments and long term care. Thanks you, Pinnacle!

James Mincello Great team of financial professionals, Gary and Scott are very concerned about our finances and the best way for us to invest.

Desiree 5 Stars – Outstanding Lender Experience! I had an amazing experience working with Rick Durham during my home-buying journey. From start to finish, he was knowledgeable, responsive, and incredibly helpful. He took the time to explain every step of the process, answered all my questions, and made everything as smooth and stress-free as possible. Thanks to his support, I was able to buy my new home with confidence. I highly recommend him for anyone looking for a reliable and professional lender!

George DeBenedicty Excellent service, great job in helping all our clients get their loans to buy property. I am the owner Broker of Pegasus Realty for over 40 years. We love Farm Credit. George DeBenedicty Broker

Debbie Kalita I want to thank staff for helping me bigtime very friendly and professional

Jeff Leffel Jim is extremely knowledgeable and very honest!

Yegor Byvalkevich Great service

abigail Im new to the area and I want a local bank to build a relationship with. I walk to this bank and meet Sonia Davidson OMG what a great banker very honest and super friendly i wish i could give her 10 start i will. I recommend her to anyone that would like to open any account. She is very professional and very informative. Thank you so much.

Gerry with-a-G A MASTERCLASS IN CUSTOMER SERVICE! Gabby helped me with opening an account the other day & provided world-class service one would come to expect from larger institutions! As I walked into their front lobby, Gabby grabbed my attention and acknowledged me with a smile, a friendly greeting & welcomed me to the Credit Union. Now, thats a warm welcome, I thought to myself. Her tone of sincerity when she asked "How may I be of service to you" is what crystalized by first impression of the credit union: a place I’d like to do business with. We went through the process of opening my account as Gabby paid special attention to the fact that I had just moved into Ocala. She pointed out the other branch in town along with a thorough overview of all their services - not taking anything for granted. Our conversation was driven by her questions, seeking to understand my banking needs, so I sensed that she was not working off a "service script" like so many other credit unions. For the first time in about 3 decades, my experience in dealing with a credit union was not painful. It was pleasant, efficient, and gave me the confidence that this place will treat me right, like a TRUE partner would. Now, I look forward to my next visit. Extra bonus: She didnt have to wish me "Have a Magical Day"... as I was already on cloud 9!

Jackie Besson Great financial people!

Jenn Mieles Keila Morales, the Senior Relations Banker at Truist Bank, provided absolutely fantastic service today. I went in needing to close one account and open a new one, which can sometimes be a hassle. Keila handled everything with incredible efficiency and a great attitude. She also helped me with online access and several other tasks I needed to get done. Her expertise and willingness to go the extra mile made a potentially stressful day a breeze. I highly recommend working with Keila for any of your banking needs—she truly is a top-notch professional.

Michelle MDean Burns Jorge has been extremely helpful in creating a plan for my retirement. He is very knowledgeable in stocks and savings. He listens, explains, advises; all very important and admirable qualities in someone with a hand in my financial future. I appreciate his expertise and his willingness to have conversations when I have an investment idea, concern or question. Whether you are just thinking of investing, have questions about a Roth, 401k or if you have a solid idea of how you want your retirement finances to look like, Vazquez Wealth Management is who my husband and I trust with confidence and you will too!

Travis Licht Suntrust is the worst bank I’ve ever had to deal with. They are terrible assisting in business accounts, and definitely are not client friendly. Suntrust gives no explanation for procedures they implement pertaining to the money in your account (withdraws, deposits, checks, holds, etc). If you prefer to work with a bank that’s not a constant headache I’d recommend you take your money and business somewhere else.