Zinnia Wealth Management
“We have been a client of Zinnia Wealth for two years and we have nothing but great things to say about Charrisse and her whole staff.”
Best Financial Advisors in Ocala, FL
15 firms listed · all 15 in Ocala · 1 open weekends · 7 rated 4.5+
Data verified October 19, 2026
Financial Security Group
Book onlineBook
Estate & Retirement Resources
“We can't thank Michael and his team enough for their solid advice in assisting us with our families' estate planning and Medicaid filing.”
Acorn Tax and Wealth Advisors
“I have personally heard from other clients of his who have saved thousands of dollars in taxes from his extensive knowledge or from finding past errors in tax returns.”
Match Point Financial
“He presents me with options as well as the reason behind why he's making a suggestion.”
Central Florida Wealth Management
“Ben Zaharias is very knowledgeable and helpful.”
The 15 firms listed for Ocala, FL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Ocala, FL
All 15 firms we list here are in Ocala itself. 9 of the firms on this page have a rating, from 4.0 to 5.0 across 48 reviews; 7 are rated 4.5 or higher. 1 is open on Saturdays. 2 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 38 years. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 10 publish a contact page; 11 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Ocala take financial planning bookings online?
3 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Vazquez Wealth Management,llc
“He has helped my husband and I by recommending products that meet both our short term and long term goals.”
The Crane Financial Group
“Planning for retirement is an extremely important process and it must be done utilizing people who are knowledgeable, trustworthy, and, most importantly to me, possess the ability to listen.”
The FMC Wealth Management Group
“Not only is he very knowledgeable but he really cares about his clients.”
Tomaszewski Wealth Management of Raymond James
Feehan Wealth Management
Retirement Solutions of Marion County
LPL Financial - Dale Camillo / Tom Fleck
Ray Espada- Insurance and Financial Consultant
Truesdell Wealth
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
