Connect with Top-Rated Financial Planners in Ocala!

Zinnia Wealth Management is a financial planning and wealth management company that takes a customized approach to retirement planning. Our process covers income planning, investment strategies, Social Security maximization, legacy planning, and more. Our experienced team can help you build the retirement of your dreams. We specialize in helping families, individuals, and businesses achieve financial security, and our services include investment management, tax planning, and estate planning. Our goal is to help you Live by Design, Not by Default.

Estate and Retirement Resources is a private wealth management firm that provides personalized financial planning and wealth management services to select individuals. Our team of experienced professionals takes a "hands-on" approach to financial advice, helping clients achieve their goals and secure a successful retirement journey. With a focus on building long-term relationships, we offer a comprehensive range of services, including financial planning, investment management, and estate planning.