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City
Florida Credit Union
_
101 East Silver Springs Blvd
Suite 311
Ocala
,
FL
34470
Beatrice Cherry
(352) 237-8222
Member Since: 1999
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Richmond Hill Capital Partners
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3080 SW 53rd Street
Ocala
,
FL
34471
Rich Bianculli
(352) 789-6992
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Reveille Wealth Management
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2201 SE 30th Ave
Suite 201
Ocala
,
FL
34471
Stephanie Martin
(352) 671-5310
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NuGen Universe LLC
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1731 SW 2nd Avenue
Ocala
,
FL
34471
Bibi Larson
(352) 620-1150
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Zinnia Wealth Management
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3220 SW 33rd Road
Ocala
,
FL
34474
Charisse Rivers
(352) 368-3680
Member Since: 2018
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Zenith Advisory Group, LLC
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1068 Lake Sumter Landing
The Villages
,
FL
32162
Bart Patterson
(352) 282-0810
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Grabe Financial Services, Inc.
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520 E. Fort King Street
Suite B-4
Ocala
,
FL
34471
Ashleigh Grabe
(352) 619-9090
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Foster Bachschmidt with Merrill Lynch Wealth Management
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1100 Canal Street
The Villages
,
FL
32162
Foster Bachschmidt
(352) 350-2700
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Two Twelve Benefits
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741 NE 3rd Street
Ocala
,
FL
34470
Adrienne Janssen
(352) 479-0944
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Thomas J Cooper, CFP, NAMCOA
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4719 NW 35th Lane Road
Ocala
,
FL
34482
Thomas Cooper
(352) 857-7273
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Human Interest
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655 Montgomery Street
Suite 1800
San Francisco
,
CA
94111
Wendy Reed
407-879-2870
Our mission is to ensure that all people in all lines of work have access to retirement benefits and a secure financial future.
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Wealth and Income Strategies Inc.
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50 SE 16th Avenue
Ocala
,
FL
34471
J.T. Staines
(352) 629-6556
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Hassler/Anderson Tax-Free Strategies
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7808 NW 56th Pl
Ocala
,
FL
34482
Bill Hassler
941-374-7212
Member Since: 2021
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Edward Jones - Financial Advisor Nicholas Navetta, AAMS
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814 E Silver Springs Blvd
Suite B
Ocala
,
FL
34470
Nicholas Navetta
3526292165
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OneDigital
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10672 Bloomingdale Avenue
Suite 102
Riverview
,
FL
33578
Catherine Ratcliffe
(813) 363-3408
Member Since: 2022
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Guinn & Company
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320 NW 3rd Avenue
Ocala
,
FL
34475
Kent Guinn
(352) 572-0312
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Primerica Advisors
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226 NE Sanchez Avenue
Suite 4
Ocala
,
FL
34470
Laurel Ziemann
352-817-6984
(908) 687-8297
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ECM Companies
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2775 NW 49th Avenue
Ste 205-130
Ocala
,
FL
34482
Evan Pitts
(352) 562-5988
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Pinnacle Retirement Advisors, LLC
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1328 SE 25th Loop
Suite 103
Ocala
,
FL
34471
Gary Crawford
(352) 342-9933
Member Since: 2023
Pinnacle Retirement Advisors is a comprehensive, wealth management firm, who not only focuses on accumulation, but also how to effectively distribute your assets in retirement. We assist our families by helping them financially prepare for events in thei
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Northwestern Mutual
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4965 NW 8th Avenue
Gainesville
,
FL
32605
James Moretti
(352) 377-7577
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
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Edward Jones - Financial Advisor: Marc Stalvey
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4701 SW College Road
Suite 104
Ocala
,
FL
34474
(352) 512-9715
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Edward Jones - Financial Advisor Kelly Moore
_
7668 SW 60th Avenue
Suite 100
Ocala
,
FL
34476
(352) 237-0379
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Commonwealth Standard Holdings (C.S. Holdings)
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6998 N US HWY 27
Suite 203
Ocala
,
FL
34482
Nate Chambers
(352) 234-6192
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Waterfront Advisors
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6711 W 121st Street
Overland Park
,
KS
66209
Mike Shields
(913) 951-5800
Member Since: 2022
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Areii Inc.
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405 SE Osceola Ave
Ocala
,
FL
34471
Chris Marshall
573-330-2054
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Ergle Financial Services, Inc.
_
680 SE 31st Street
Ocala
,
FL
34471
Rhoda Walkup
(352) 237-0190
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