1. Zinnia Wealth Management

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    Ocala, FL

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    Zinnia Wealth Management

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm

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    Services - Zinnia Wealth Management

    Investment management

    Tax planning

    Audit and conflict resolution support

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    1 year ago

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    Florida Credit Union - Florida Credit Union's Country Oaks branch, featuring the drive-thru.

    Florida Credit Union

    (13 reviews)

    Great in-person experience with Thomas B at the Lecanto branch! I set up a new FCU account online…read moreand was confused about some account activity as I tried to connect that account to an account at another institution. Thomas listened carefully to my situation and resolved my issue quickly. This experience ranks right up there with the best in-person service I've received anywhere (in 50+ years) from a banking institution. Customer-to-customer tip: if you can, go to a branch when you have an issue. I called several times without reaching anyone and also had no response to my online contact form submission. In person, I was seen within 5 minutes of registering and had a resolution in less than 15 minutes. Honestly, I went in intending to close my account, but working with Thomas changed my mind.

    I have been a customer/member with Florida credit union for almost 20 years. I have had multiple…read moreauto loans and a home equity line of credit with them. Without going into specifics, one of my autos was totaled and there was (and still is) some unanswered questions leading to confusion on the pay off of that loan. This in itself seems to indicate poor ethics/practices, let alone what was coming next. I simply called to obtain some information on my other vehicle loan that I have with them. During this phone call I was surprised by a higher balance than I was given previously as a payoff, by almost double. Naturally, I was confused by the information and admit I was surprised and did ask, "how can that be?" In answer to my asking this, I was pretty much accosted over the phone by Jennifer. She would not even allow me to speak or ask the questions that I needed (and still need) to have answered. She was loud and very rude. She talked over me and repeatedly told me that I was old enough to know that if I borrowed money I had to pay it back. I would like to add here that I never said I had any intention of not paying money that I owed. I never alluded to it or even considered it. Jennifer was very condescending and just kept treating herself a little bit louder each time. I did ask why no one had contacted me as they do have my phone number, my personal email, my home address, and a message system through their website. Jennifer stated to me that she was "telling me now." I did ask to speak with whomever her manager was and she told me that she could transfer me so that I could leave a message. I stated that I wished to speak with a person right at that moment and she laughed and stated to me how that wasn't going to happen, inferring that I and the issues I had were of no importance to their institution. She also let me know that I could call back but that I would be told the same thing. I left a message on the voicemail she transferred me to but of course, did not receive any response. I did call back again after about an hour had passed because I still needed information from the credit union. I spoke to kind woman who stated she could not help me and would have to transfer me to which i said "ok, but please don't transfer me to Jennifer" and explained that I had just had a rather unpleasant encounter with her. When my call was transferred, Jennifer picked it up and told me in that same tone and with a laugh that she had told me that if I called back, I wouldn't get anyone different or any different outcome. And then she hung up on me without me even saying a word. I cannot imagine that any institution would accept this behavior as customer service. It was degrading and embarrassing and absolutely not appropriate or deserved. Unfortunately, I still don't have any answers to my questions and will have to continue to pay off my existing loan with them. However, I will never do business with Florida credit union again and will mention how they are treating me as a 20 year customer to anyone who is asking me about my experience with them.

    Sterling Wealth Management - Retirement is more than an age--it's having your income, investments, taxes, healthcare, and financial plan working together.

    Sterling Wealth Management

    (1 review)

    Great experience working with Kyle Kay at Sterling Wealth Management. Honest, responsive, and very…read morehelpful with retirement planning and financial advice.

    From the owner: What makes Sterling Wealth Management unique is our commitment to education, transparency, and…read morelong-term relationships. We take the time to understand your goals, concerns, retirement income needs, tax situation, Medicare decisions, Social Security strategies, and legacy objectives before building a customized financial roadmap. Every recommendation is designed with your best interest first. Led by Kyle A. Kay, CFP®, AIF®, our firm combines retirement planning, investment management, tax-efficient strategies, IRA & 401(k) rollover guidance, Roth conversion planning, Medicare planning, and wealth management under one roof. We help clients navigate market volatility while staying focused on long-term financial independence and retirement confidence. Whether you’re approaching retirement, already retired, or looking for a second opinion on your current financial strategy, Sterling Wealth Management offers a fiduciary-centered experience focused on clarity, trust, and personalized planning. Serving Ocala, The Villages, Gainesville, and Central Florida. #SterlingWealthManagementOcalaFL #FinancialAdvisorOcala #CFPProfessional #FiduciaryAdvisorOcala #RetirementPlanningOcala #WealthManagementOcala #RetirementIncome #FinancialPlannerFlorida #InvestmentManagement #MedicarePlanningOcala #RothIRAOcala #401kRolloverOcala #OcalaFL #KyleKayCFP #retirementplanningOcala ##retirewithsterling #SWMFL

    Zinnia Wealth Management - financialadvising - Updated September 2026

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