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    Services - David Daniel, CPA

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    13 years ago

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    12 years ago

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    Sterling Wealth Management

    Sterling Wealth Management

    5.0
    (1 review)

    Great experience working with Kyle Kay at Sterling Wealth Management. Honest, responsive, and very…read morehelpful with retirement planning and financial advice.

    From the owner: What makes Sterling Wealth Management unique is our commitment to education, transparency, and…read morelong-term relationships. We take the time to understand your goals, concerns, retirement income needs, tax situation, Medicare decisions, Social Security strategies, and legacy objectives before building a customized financial roadmap. Every recommendation is designed with your best interest first. Led by Kyle A. Kay, CFP®, AIF®, our firm combines retirement planning, investment management, tax-efficient strategies, IRA & 401(k) rollover guidance, Roth conversion planning, Medicare planning, and wealth management under one roof. We help clients navigate market volatility while staying focused on long-term financial independence and retirement confidence. Whether you’re approaching retirement, already retired, or looking for a second opinion on your current financial strategy, Sterling Wealth Management offers a fiduciary-centered experience focused on clarity, trust, and personalized planning. Serving Ocala, The Villages, Gainesville, and Central Florida. #SterlingWealthManagementOcalaFL #FinancialAdvisorOcala #CFPProfessional #FiduciaryAdvisorOcala #RetirementPlanningOcala #WealthManagementOcala #RetirementIncome #FinancialPlannerFlorida #InvestmentManagement #MedicarePlanningOcala #RothIRAOcala #401kRolloverOcala #OcalaFL #KyleKayCFP #retirementplanningOcala ##retirewithsterling #SWMFL

    David Daniel, CPA - accountants - Updated July 2026

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