After years of being with my accountant, she had retired and I had to find a new accountant…read more Recommendations from friends resulted in outrageously expensive accountants. I noticed David Daniel's sign on a nearby office building and contacted him. I'm so glad I did! He has been courteous, professional, knowledgeable and extremely thorough. All this for reasonable prices. If you need a personal or professional accountant, I highly recommend David Daniel.

David Daniel is well rated at five stars and more if they had them! He rescued me from the IRS…read morewhich resulted in a return to me of over 18K! And they thought I owed them over 100K but David's due diligence and stick-to-itiveness ended in fantastic results. David was the consummate professional with the patience to deal with my situation and speak with the IRS on my behalf. I agree with Malika B when she stated that his prices are very reasonable. You would be crazy to go anywhere else for accounting services. I know I won't.

This is the old address for Zinnia. New address is 3220 SW 33rd Rd, Ocala 34474…read more Retirement PODCAST Learn more about Zinnia by listening to Retirement Coffee Talk podcast.

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