Sterling Wealth Management, LLC - Ocala, Florida

Sterling Wealth Management, LLC is a prominent financial services company located at 1740 SE 18th St Building 901, Ocala, FL 34471. With a dedicated team of professionals, they specialize in providing comprehensive financial planning, advisory services, and health and life insurance solutions to their clients. Their contact number is 5095388, and their website can be accessed at swmfl.com.

The company is well-known for its exceptional services, as evidenced by their impressive 94 reviews on Google My Business, averaging a perfect 5/5 rating. They offer a range of convenient services, including online appointments, onsite services, language assistance, and wheelchair accessibility. Their location boasts a free parking garage, free parking lot, and free street parking, ensuring that clients have easy access to their offices.

Specialties:

• Financial planner
• Financial advisor
• Health insurance agency
• Life insurance agency

Other points of interest:

• Online appointments
• Onsite services
• Language assistance
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointment required
• Appointments recommended
• Free parking garage
• Free parking lot
• Free street parking
• On-site parking

In light of their exceptional services, highly-rated customer reviews, and commitment to accessibility, Sterling Wealth Management, LLC is an excellent choice for anyone seeking professional financial planning and insurance solutions. To learn more about their offerings or to schedule an appointment, we highly recommend visiting their website or contacting them directly at their provided phone number. Don't miss the opportunity to take control of your financial future with the help of this reputable and customer-focused company.

👍 Reviews of Sterling Wealth Management, LLC

John C.

5/5

Kyle of Sterling Wealth Management was very professional and explained all my Medicare option showing me different plans and polices. He took all my questions and answered them in a language I could understand. I called several Medicare companies and just got the stuff they wanted to push, no questions answered properly. I spoke to Kyle he was very patient and was polite understanding my frustration with others. I picked the Florida Blue Patriot plan for Veterans, and I like it. The website is easy and very secured the agents are trained to answer your questions and concerns. I highly recommend Kyle of Sterling Wealth Management to all Veterans and others. Thank you, Kyle and Wendy,

Lakeshia S.

5/5

We had a fantastic experience with Kyle and Mindy.
From the moment I walked in, I was greeted with a warm smile and felt an immediate sense of friendliness and professionalism.
Kyle took the time to understand my financial goals and explained everything clearly, ensuring I felt confident about my retirement plan.
Highly recommend.

Natalie S.

5/5

I was searching for a Certified Financial Planner to help me organize my retirement accounts and create a comprehensive financial plan. I’m so glad I found Kyle Kay and Sterling Wealth Management! Kyle was incredibly knowledgeable, professional, and thorough throughout the entire process. He made complex financial concepts easy to understand and tailored a plan that truly fits my needs. I highly recommend Kyle Kay and Sterling Wealth Management for anyone looking for expert guidance with their retirement planning!

Sandra R.

5/5

Mindy was great. She found us the perfect Medicare advantage plan that met our needs. She helped us with the whole process of enrolling. We are very grateful for her help. Give her a call. I’m sure she can help you too.

Emma T.

5/5

"Great Experience for a First-Timer!"
As a young adult, getting life insurance felt a bit overwhelming at first, but this experience made it so easy. Mindy was super friendly and explained everything in a way that actually made sense to me. I appreciated that they didn’t pressure me into anything but helped me pick a policy that fits my budget and goals. Now, I feel so much more secure knowing I’ve taken this step for my future.

Jessica J.

5/5

Mindy exceeded my expectations in addressing my Life Insurance needs, offering crystal-clear explanations and promptly addressing all my questions. Her professionalism and expertise streamlined the entire process, making it seamless and efficient. I would highly recommend her services.

Kelsey K.

5/5

Mindy exceeded my expectations, delivering transparent and expert guidance on Life Insurance. The team at SWM is truly exceptional, showcasing unwavering professionalism and dedication, ensuring a secure and supportive experience that inspires confidence. I highly recommend them!

Richard &. J. S.

5/5

"I can't thank Kyle Kay, CFP enough for helping me set up my first retirement account! He was incredibly thorough and took the time to explain everything in detail, making sure I fully understood my options and felt confident in my decisions. His professionalism and patience really stood out, and I truly appreciate his guidance through this important process. If you're looking for a knowledgeable and trustworthy financial planner, I highly recommend Sterling Wealth Management. Thank you for making what could have been a daunting task so seamless and straightforward!"