SANDY WEALTH MANAGEMENT, INC.
OCALA, FLORIDA

Sandy Wealth Management, Inc. is an independent financial services firm located in Ocala, Florida, serving small business owners, individuals, and families across the Marion County area, including Dunnellon, Belleview, and The Villages. Founded by experienced financial advisor Richard Sandy, who has over 17 years in the industry, the company focuses on providing comprehensive financial support to its clients while bridging tax and financial planning. The firm specializes in long-term financial strategy development and retirement planning, helping clients address key concerns such as retirement age, Social Security claiming strategies, and creating sustainable income streams for retirement. Richard Sandy delivers personalized asset management, tax planning, income planning, and Social Security advice tailored to each client's unique needs. Sandy Wealth Management adopts a hands-on, personal approach by working with a select number of clients to foster long-term partnerships based on trust and meticulous financial guidance. The firm is committed to helping clients stay focused on their goals while maintaining discipline in achieving them. As a member of the Cetera Financial Specialists LLC (doing business in California as CFGFS Insurance Agency), Sandy Wealth Management offers securities and advisory services through registered representatives. The company, incorporated on July 20, 2009, under the filial number P09000061389 in Florida, maintains its mailing address at PO BOX 1239, Ocala, FL, 34478. Contact numbers for direct communication include (352) 629-7722 and (352) 867-7738. More information can be found on their website: sandywealthmanagement.com.