Match Point Financial - Ocala, Florida

Match Point Financial is a reputable financial planning firm located at 1740 SE 18th St Building 901, Ocala, FL 34471. The company can be contacted by phone at 2078014. While their official website is not listed, potential clients can visit the physical location or call the provided phone number for further information.

The firm specializes in financial planning and is committed to helping clients navigate their financial future with confidence. Some key points of interest at Match Point Financial include a wheelchair accessible entrance, parking lot, and restroom to ensure that all clients can access the services they need. It is recommended to schedule an appointment before visiting to ensure the best possible service.

As for opinions, Match Point Financial has garnered two reviews on Google My Business, both of which have given the company a perfect 5/5 rating. This demonstrates the high level of satisfaction among their clients and the professional nature of the services provided.

👍 Reviews of Match Point Financial

Lynn R.

5/5

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.

Sunshine G.

5/5

Chris came highly recommended to me by a friend. When I met with him he was so easy to understand and knowledgeable. He really listened well to what my goals were. Other financial advisors treated me like a number. I never got the same person. Chris is the only one I speak to every time. It’s nice to have that personal relationship with someone who is managing your future.

Chris takes the time to explain things. He always asks about my goals and where I want to be when I retire. He presents me with options as well as the reason behind why he’s making a suggestion. Chris has set me up for success and I highly recommend his expertise.