Match Point Financial - Ocala, Florida

Match Point Financial

Address: 1740 SE 18th St Building 901, Ocala, FL 34471.

Phone: 2078014.

Esta empresa se especializa en planning financiero y tiene su sede en Ocala, FL.

En Match Point Financial, los clientes pueden contar con expertos en finanzas que ofrecen asesoramiento financiero personalizado y planificación financiera para ayudarles a alcanzar sus objetivos financieros.

Esta empresa se encuentra ubicada en 1740 SE 18th St Building 901, Ocala, FL 34471, lo que la hace accesible para aquellos que buscan asesoramiento financiero de cerca de Ocala.

Características de Match Point Financial

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

Los clientes de Match Point Financial pueden disfrutar de un ambiente accesible y cómodo, lo que los ayuda a sentirse más relajados y cómodos durante sus consultas financieras.

Otras características de la empresa

• 2 reviews on Google My Business
• 5/5 average opinion

Esta empresa ha recibido una opinión promedio de 5/5 en Google My Business, lo que indica que los clientes están satisfechos con los servicios que ofrece Match Point Financial.

Información de contacto

Para obtener más información o programar una cita con Match Point Financial, no dude en llamar al teléfono 2078014 o visitar su sitio web.

👍 Reviews of Match Point Financial

Lynn R.

5/5

I started working with Chris over 22 years ago, when I had accumulated some money and was getting older. I knew nothing about financial planning and wanted to make sure I had a big enough nest egg for retirement. That’s when I met Chris and we started working on investing my savings.

I really like that Chris is accessible. When you want to reach him, you can. If you leave a message, he calls right back. He’s helped me with tax questions, retirement planning, and he even helped me sort through my mom’s finances when she passed away. I will always be thankful for him. It was a hard time, and he really went the extra mile to help us out.

Sunshine G.

5/5

Chris came highly recommended to me by a friend. When I met with him he was so easy to understand and knowledgeable. He really listened well to what my goals were. Other financial advisors treated me like a number. I never got the same person. Chris is the only one I speak to every time. It’s nice to have that personal relationship with someone who is managing your future.

Chris takes the time to explain things. He always asks about my goals and where I want to be when I retire. He presents me with options as well as the reason behind why he’s making a suggestion. Chris has set me up for success and I highly recommend his expertise.