SANDY WEALTH MANAGEMENT, INC.
OCALA, FLORIDA

Based in the heart of Ocala, Florida, Sandy Wealth Management, Inc. stands out as an independently-owned firm dedicated to serving small business owners, families, and individuals across Marion County and its surrounding regions like Dunnellon and The Villages. Founded by the seasoned financial advisor Richard Sandy, who has been in the industry for over 17 years, the company is well-equipped to offer a wide range of expert financial services that bridge both tax and financial planning. What sets Sandy Wealth Management apart is its emphasis on crafting long-term financial strategies with retirement planning at the forefront. For clients facing typical concerns such as determining the right retirement age or navigating Social Security claiming options, Richard and his team provide tailored guidance to develop sustainable income solutions for comfortable retirements. Each client receives personalized asset management advice alongside specialized tax, income, and Social Security planning-all adjusted to their unique situations. This firm prides itself on fostering lasting client relationships built on trust, thanks to its dedicated hands-on approach and the commitment to personally guide a select group of clients. By maintaining these smaller partnerships, Sandy Wealth Management can ensure every one of its clients gets focused attention and rigorous financial planning assistance. In collaboration with Cetera Financial Specialists LLC (known in California as CFGFS Insurance Agency), Sandys also offers securities and advisory services through registered representatives. Incorporated on July 20, 2009, with the filial number P09000061389 in Florida, their office can be located by mail at PO BOX 1239, Ocala, FL 34478, or reached via phone calls to (352) 629-7722 and (352) 867-7738. To learn more about their practices and services, visit sandywealthmanagement.com online.