florida Date: 09-25-2025

Top 15 Financial Advisors in Ocala, FL

Financial AdvisorAddress
1♠ OneMain Financial4901 E Silver Springs Blvd #308, Ocala, FL 34470
2♠ Primerica Financial Services226 NE Sanchez Ave SUITE 4, Ocala, FL 34470
3♠ Merrill Lynch Wealth Management301 SE 17th St, Ocala, FL 34471
4♠ Mc Leod Financial Group8413 SW 80th St # 2, Ocala, FL 34481
5♠ Geneva Financial Home Loans - Rick Durham2701 SE Maricamp Rd STE 103, Ocala, FL 34471
6♠ Nature Coast FInancial Advisors Inc101 E Silver Springs Blvd STE 201, Ocala, FL 34471
7♠ OneMain Financial2800 SW 24th Ave #104, Ocala, FL 34471
8♠ The Crane Financial Group500 E Fort King St suite a, Ocala, FL 34471
9♠ Wyrostek Financial and Business Coaching, LLC9966 SW 78th Ln, Ocala, FL 34481
10♠ Edward Jones - Financial Advisor: Marc C Stalvey, CFP®|AAMS®|SE-AWMA®4701 SW College Rd Ste 104, Ocala, FL 34474
11♠ Vazquez Wealth Management,LLC725 E Silver Springs Blvd Suite 1A, Ocala, FL 34470
12♠ GTE Financial Credit Union3033 SW College Rd, Ocala, FL 34474
13♠ Edward Jones - Financial Advisor: Nick Navetta, AAMS®814 E Silver Springs Blvd B, Ocala, FL 34470
14♠ Libby Financial Advisors, Inc.1015 SE 8th St, Ocala, FL 34471
15♠ Edward Jones - Financial Advisor: Kelly Moore7668 SW 60th Ave Suite 100, Ocala, FL 34476

1.OneMain Financial

Address: 4901 E Silver Springs Blvd #308, Ocala, FL 34470

(94) user ratings total:

Hank Grossman Called Onemain to see about refinancing my vehicle spoke to Jackie on the phone. She was very friendly and knowledgeable of what she was doing. The loan took approximately 24 hours or less very easy process highly recommend. If you’re looking for a loan short in cash, go see them.
5 /5

2.Primerica Financial Services

Address: 226 NE Sanchez Ave SUITE 4, Ocala, FL 34470

(9) user ratings total:

Jennie Spalti Helping people get their finances on track for retirement.
5 /5

3.Merrill Lynch Wealth Management

Address: 301 SE 17th St, Ocala, FL 34471

(8) user ratings total:

M Hart The combination of large company resources and a local family office feel helps make Merrill a great place to be a client and employee. Weve found that consistent, high quality advice at a reasonable price translates into clients achieving their financial goals.
5 /5

4.Mc Leod Financial Group

Address: 8413 SW 80th St # 2, Ocala, FL 34481

(6) user ratings total:

dave falcone Very laid back atmosphere, no hard sell.
5 /5

5.Geneva Financial Home Loans - Rick Durham

Address: 2701 SE Maricamp Rd STE 103, Ocala, FL 34471

(6) user ratings total:

Desiree 5 Stars – Outstanding Lender Experience! I had an amazing experience working with Rick Durham during my home-buying journey. From start to finish, he was knowledgeable, responsive, and incredibly helpful. He took the time to explain every step of the process, answered all my questions, and made everything as smooth and stress-free as possible. Thanks to his support, I was able to buy my new home with confidence. I highly recommend him for anyone looking for a reliable and professional lender!
5 /5

6.Nature Coast FInancial Advisors Inc

Address: 101 E Silver Springs Blvd STE 201, Ocala, FL 34471

(6) user ratings total:

James Mincello Great team of financial professionals, Gary and Scott are very concerned about our finances and the best way for us to invest.
5 /5

7.OneMain Financial

Address: 2800 SW 24th Ave #104, Ocala, FL 34471

(57) user ratings total:

Debbie Kalita I want to thank staff for helping me bigtime very friendly and professional
5 /5

8.The Crane Financial Group

Address: 500 E Fort King St suite a, Ocala, FL 34471

(5) user ratings total:

Yegor Byvalkevich Great service
5 /5

9.Wyrostek Financial and Business Coaching, LLC

Address: 9966 SW 78th Ln, Ocala, FL 34481

(5) user ratings total:

Jeff Leffel Jim is extremely knowledgeable and very honest!
5 /5

10.Edward Jones - Financial Advisor: Marc C Stalvey, CFP®|AAMS®|SE-AWMA®

Address: 4701 SW College Rd Ste 104, Ocala, FL 34474

(4) user ratings total:

Jackie Besson Great financial people!
5 /5

11.Vazquez Wealth Management,LLC

Address: 725 E Silver Springs Blvd Suite 1A, Ocala, FL 34470

images Vazquez Wealth Management,LLC

(36) user ratings total:

Michelle MDean Burns Jorge has been extremely helpful in creating a plan for my retirement. He is very knowledgeable in stocks and savings. He listens, explains, advises; all very important and admirable qualities in someone with a hand in my financial future. I appreciate his expertise and his willingness to have conversations when I have an investment idea, concern or question. Whether you are just thinking of investing, have questions about a Roth, 401k or if you have a solid idea of how you want your retirement finances to look like, Vazquez Wealth Management is who my husband and I trust with confidence and you will too!
5 /5

12.GTE Financial Credit Union

Address: 3033 SW College Rd, Ocala, FL 34474

(326) user ratings total:

Sandra Tribble She is excellent and explain everything so good Edwina is so sweet and kind. I would recommend her to everyone
5 /5

13.Edward Jones - Financial Advisor: Nick Navetta, AAMS®

Address: 814 E Silver Springs Blvd B, Ocala, FL 34470

(3) user ratings total:

Edward Jones Mr. Nic Navetta is a Great Professional who really takes care of his Clients Also Mrs. Angela Ward is Very good at her job b too.
5 /5

14.Libby Financial Advisors, Inc.

Address: 1015 SE 8th St, Ocala, FL 34471

(3) user ratings total:

Daniel Abal Steve is a warm and friendly guy. He gives great advice and I trust his thought process and insights. I’d recommend Steve to anyone.
5 /5

15.Edward Jones - Financial Advisor: Kelly Moore

Address: 7668 SW 60th Ave Suite 100, Ocala, FL 34476

(3) user ratings total:

Kathy DeMoya Ed and his staff are a service oriented team. Ed is very accessable when we have questions or concerns. His advice had been solid and specific to our wants and needs. We have trust in him and look forward to a long relationship.
5 /5