Sterling Wealth Management, LLC - Ocala, Florida

Sterling Wealth Management, LLC

Located at 1740 SE 18th St Building 901, Ocala, FL 34471, United States, Sterling Wealth Management, LLC is a renowned financial services company. Offering a plethora of services, such as financial planning, financial advice, health insurance agency, and life insurance agency, the company has garnered a solid reputation for its expertise and professionalism.

In addition to their specialties, Sterling Wealth Management, LLC provides a plethora of other points of interest to aid clients. These include online appointments, on-site services, language assistance, a wheelchair-accessible car park, a wheelchair-accessible entrance, a wheelchair-accessible toilet, a toilet, an appointment requirement, recommended appointments, a free multi-storey car park, free of charge street parking, a free parking lot, and on-site parking.

This company has accumulated 97 reviews on Google My Business, with an impressive average rating of 5/5. Clients consistently praise the company for its exceptional services, knowledgeable staff, and overall professionalism.

The company's website, swmfl.com, offers comprehensive information on their services, as well as a means of booking appointments and contacting the team. The phone number for Sterling Wealth Management, LLC is 352-509-5388.

👍 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,

Jessica R.

5/5

Kyle Kay & Staff at Sterling Wealth Management made the whole process so easy to understand and never once made me feel overwhelmed or behind.
Now, I have a plan in place, a Roth IRA started, and peace of mind knowing I’m building a future for both myself and my little one. So grateful for the guidance and patience—highly recommend to any fellow mamas ready to take that first step!

Tara H.

5/5

We had no idea where to begin with retirement accounts or long-term planning, but working with Sterling Wealth Management was a game-changer. They explained everything clearly, helped us set up IRAs, and even walked us through a long-term strategy that makes sense for our goals.
It feels so good to have a plan in place and a trusted advisor in our corner. Highly recommend to anyone looking to build a solid financial foundation early on!

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.

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.

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.

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.