Vazquez Wealth Management,LLC - Ocala, Florida

Address: 725 E Silver Springs Blvd Suite 1A, Ocala, FL 34470.
Phone: 6638111.
Website: vazquezwealth.com
Specialties: Financial advisor, Financial consultant, Financial planner.
Other points of interest: Identifies as Latino-owned, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Free parking lot, Free street parking, On-site parking.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Vazquez Wealth Management,LLC

Vazquez Wealth Management,LLC 725 E Silver Springs Blvd Suite 1A, Ocala, FL 34470

⏰ Open Hours of Vazquez Wealth Management,LLC

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–4:30 PM
  • Saturday: Closed
  • Sunday: Closed

Vazquez Wealth Management, LLC

Con sede en Ocala, Florida, Vazquez Wealth Management, LLC es una empresa de gestión patrimonial que ofrece asesoramiento financiero, consultoría financiera y planificación financiera a sus clientes.

Dirigida por Jorge Vazquez, una empresa Latinoa, Vazquez Wealth Management, LLC se destaca por su enfoque en la atención personalizada y su compromiso con la excelencia en el servicio al cliente.

Especialidades

Financial advisor, Financial consultant, y Financial planner son algunas de las especialidades clave de la empresa.

La empresa identifica como una empresa Latinoa, lo que la hace una excelente opción para aquellos que buscan asesoramiento financiero de una empresa con raíces culturales similares.

Ubicación

Vazquez Wealth Management, LLC tiene su sede en 725 E Silver Springs Blvd Suite 1A, Ocala, FL 34470.

La empresa está ubicada en el corazón de Ocala, lo que la hace accesible para los clientes que buscan asesoramiento financiero personalizado.

Teléfono y dirección

6638111 es el número de teléfono de la empresa, y la dirección es 725 E Silver Springs Blvd Suite 1A, Ocala, FL 34470.

Página web

La página web de la empresa es vazquezwealth.com, donde los clientes pueden obtener más información sobre sus servicios y cómo puede ayudar a los clientes a lograr sus objetivos financieros.

Opiniones

Según las opiniones de los clientes, Vazquez Wealth Management, LLC ofrece un servicio excepcional, con una media de opinión de 5/5 en Google My Business.

Los clientes elogian a la empresa por su conocimiento y habilidades como asesor financiero, así como por su capacidad para entender las necesidades únicas de cada cliente.

Otros puntos de interés

La empresa se destaca por ser Latinoa, lo que la hace una excelente opción para aquellos que buscan asesoramiento financiero de una empresa con raíces culturales similares.

Además, la empresa es accessible para clientes con discapacidad, ya que cuenta con un entrada y estacionamiento accesible.

La empresa también ofrece asistencia en idiomas para aquellos que no hablan español.

Media de opinión

La media de opinión de la empresa es de 5/5 en Google My Business, lo que indica un nivel de satisfacción del 100% de los clientes.

Esta alta media de opinión se debe en gran medida a la capacidad de la empresa para entender las necesidades únicas de cada cliente y ofrecerles soluciones personalizadas.

👍 Reviews of Vazquez Wealth Management,LLC

Vazquez Wealth Management,LLC - Ocala, Florida
Thomas C.
5/5

I’ve worked with Jorge Vazquez for many years. He’s very knowledgeable about his field, so I trust him with growing my retirement. It never hurts to have a second advisor to look and see where they can save you money possibly. Everyone should go see him!!

Vazquez Wealth Management,LLC - Ocala, Florida
Jack B.
5/5

I have been a client of Jorge's for approximately 2 years now and he always has my best interests in mind. He is always accessible and he is quick to reach out with his thoughts on how to best handle my investments. I consider Jorge my friend and I would highly recommend his service. No matter the size of your portfolio, everyone gets a high level of service.

Vazquez Wealth Management,LLC - Ocala, Florida
Kevin
5/5

I cannot recommend Jorge highly enough! From our first meeting, he took the time to understand my goals, needs, and risk tolerance, crafting a personalized plan that has already shown fantastic results. Jorge has a talent for explaining complex concepts in simple terms, making me feel confident and informed about every decision.

What truly sets Jorge apart is his dedication and genuine interest in my financial well-being. He is always responsive, proactive, and transparent, ensuring I stay on track with my goals. If you’re looking for a knowledgeable, trustworthy, and personable financial advisor, Jorge is the one to choose.

Vazquez Wealth Management,LLC - Ocala, Florida
Cindi Q.
5/5

I’m 31 y/o woman who didn’t have the benefit of being taught how to be financially competent. I’ve learned to become really good at earning, and have a natural born inclination to spend!

Jorge has help me go over my long and short term financial goals, and successfully opened a retirement account for me to start reaching them. He’s been a fount of information in the past few months as I try to be a fully formed adult with their finances in order and is consistently pushing me to run a lean and mean operation.

I appreciate your help and am so looking forward to meeting my goals (: Thank you Jorge!!

10/10 recommendation!

Vazquez Wealth Management,LLC - Ocala, Florida
Joy W.
5/5

The manner in which I met Jorge was sort of accidental, as I contacted him to hopefully help me contact a mutual business contact who wasn’t responding to me. He didn’t have to help me, but he went above and beyond to do so. With his help, I was able to accomplish solving a troubling situation. He not only assisted me in reaching said business, he reached out to me to follow up that my needs had been addressed. This is how our business relationship began and it has been one of the best decisions I and my husband have made. Jorge is very savvy in the world of finance, and is formerly educated in the like. His knowledge and experience have shown through the many meetings we have had. My favorite thing about Jorge though, is his ability to explain things in a way that I can understand AND to provide information to further explain things. He is not pushy and has never tried to ‘talk us into anything.’ I am also impressed by his family values, as I can tell that he is a true family man. I am happy and very fortunate to have developed a business relationship with Jorge. I trust him and feel he has been very honest and forthcoming with my husband and I about our investments as it pertains to our future and our financial goals. I not only feel like we’ve made a smart decision by choosing Jorge for our financial needs and goals, I feel like we’ve gained a friend as well.
Jorge is a breath of fresh air and we look forward to many more years of working with him. He is a true professional in every sense of the word and his expertise in finance/business is appreciated and valuable to us. We are so glad we ‘found’ him!

Vazquez Wealth Management,LLC - Ocala, Florida
Nicky H.
5/5

Jorge with Vazquez Wealth Management is absolutely amazing! I would trust him with all my investment endeavors. He’s knowledgeable and passionate about investing and creating wealth for his clients.

Vazquez Wealth Management,LLC - Ocala, Florida
Stacy A. (. R.
5/5

Jorge has great integrity, and he is very easy to talk with to help you understand different investment options. If you need solid advice about where to invest your money, Jorge is the person you want to work with.

Vazquez Wealth Management,LLC - Ocala, Florida
Kory C.
5/5

I love working with Jorge! I’ve been with him for years and really appreciate how knowledgeable he is. He’s extremely personable and takes care of his clients.

Go up