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Find Retirement Advisors for Retirement Planning in Ocala, Florida

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Ocala, Florida

Last Updated - May 14, 2024

Ocala has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Ocala, Florida have an average of 28 years of experience.

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List of Qualified Retirement Planning Advisors in Ocala, Florida

advisor-photo
vector.svg VERIFIED

David H. Morgan
CEP®, CFF, MSFS, CEA, RMA
R.E.A.P., Llc

Qualifications
CRD# 1162104
Firm CRD# 146512
Series 65

Minimum Assets Required
$25,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 1 Retirement Planning firms in Ocala, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CANOPY 360 WEALTH, LLC
104 Se 1st Avenue, Suite B
Ocala, FL, 34471
$230,578,0817347
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Ocala, Florida

QualificationsFirm CRD# 296771

Assets Under Management $230,578,081

No. Of Clients734

Clients Per Financial Advisor105

CANOPY 360 WEALTH, LLC is a financial advisory firm situated in Ocala, Florida. With a nearly $231M assets under management, the firm specializes in crafting personalized retirement planning solutions for 734 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
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