Find the Best 18 Finance services in Ocala, FL (Part 2)

Sandra Tribble She is excellent and explain everything so good Edwina is so sweet and kind. I would recommend her to everyone

Paul Wilson Teller was helpful and courtious..but i was charged $8. To cash a truist check....you will never vet new customers by charging people to cah your checks....

Sue Hill So rude run dont walk Especially Carl who runs that office

Antoinette Hoge Waterfront Advisors is a great company. Mike Shields and his associates answered all of our questions. They took us step by step to explain all the different types of investments and how they work. If you have any questions give them a call.

Kathy DeMoya Ed and his staff are a service oriented team. Ed is very accessable when we have questions or concerns. His advice had been solid and specific to our wants and needs. We have trust in him and look forward to a long relationship.

Edward Jones Mr. Nic Navetta is a Great Professional who really takes care of his Clients Also Mrs. Angela Ward is Very good at her job b too.

Rhonda Steplight I would like give all recommendations to Krissy Jamieson!! She is an outstanding Representative for FCU. She helps out with all she has to give the members any kind of help that she has to help you accomplish what is needed. Rhonda Steplight

Betsy Woodcock We met with Mike Reilly to create a trust for our family. Mike was great to work with as he is very knowledgeable and low pressure. Never once did he encourage us to do something we might be uncomfortable with. Both my husband and I could not be more pleased with Mike Reilly and his office staff. We recommend him highly if you are interested in updating your wishes!

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.

Don Weiss A customer since 99, I have noticed longer drive thru lines recently and what appears to be fewer employees. As far as service, I never had a problem, and everyone was always kind. (Update:) Recently I needed help with another matter and Jeffrey, Mgr., was more than happy to assist me.

Liam Cary Camron Varney with Central Wealth Management is extremely knowledgeable and professional. He takes the time to understand your goals and explains everything in a way that’s easy to follow. It’s clear he truly cares about helping people make the best financial decisions for their future. I highly recommend him to anyone looking for a trusted advisor.

Margret Streetman Kevin is a wealth of knowledge! I never feel like I have enough time to ask all the questions that I have for him. He knows how to grow wealth in the markets because he knows then like the machine they are. What an asset having him in my life.

Lynn Richey I started working with Chris over 22 years ago, when I had accumulated some money and was getting older. I knew nothing about financial planning and wanted to make sure I had a big enough nest egg for retirement. That’s when I met Chris and we started working on investing my savings. I really like that Chris is accessible. When you want to reach him, you can. If you leave a message, he calls right back. He’s helped me with tax questions, retirement planning, and he even helped me sort through my mom’s finances when she passed away. I will always be thankful for him. It was a hard time, and he really went the extra mile to help us out.

Donald Mulac Great

L c Absolutely wonderful experience with Mary. Super helpful, friendly and very knowledgeable. Very grateful for that. The last experience I had at another location wasn’t exactly the same. Great job.

Rhonda Mendoza Quick and easy process. Katrina was a blessing to work with. Everyone is knowledgeable and professional here.

jennifer pepe I had the pleasure of working with Hunter Thomas on a car loan. By far one of the best experiences Ive had at a bank! I can NOT speak more highly of him! He went above and beyond! I wish I could leave 20 stars! Will be recommending all friends and family to FCU because of Hunter! Ty FCU for your incredible employees! *Just want to add this is my second car loan with FCU. The first time was also amazing, which is why I made sure to use them again for my second car loan! But, this second time exceeded any expectations I had already!

Anna Williams The whole team at Grabe financial is professional and attentive. It is a true family business and when you walk in you feel right at home. I met with them to inquire about benefits and health insurance for my small business and they were great to work with. Thank you Grabe Financial!