Teamwork Makes The Dream Work.

STRATEGIC RELATIONSHIPS

COLLIER, JERNIGAN & GOEDERT, P.A.

Florida CPA’s

Website: colliercpas.com
Phone: (352) 732-5601

Collier, Jernigan & Goedert are committed to providing personalized service and being closely involved in helping clients reach their financial goals. They help with not only daily accounting but also decision making, contract negotiation, and long-range planning.

Vicky Morrison

Top Real Estate Agent in Ocala, FL

Website: bamocala.com
Phone: (352) 519-1888

Vicky is a Commercial Broker-Associate with Remax Premier Realty, specializing in Commercial Sales, Leasing, Tenant representation, and land sales and development. She prides herself as a hard worker with great attention to detail. Vicky’s relentless commitment to her clients and her tireless energy gives her an edge in this ever-evolving real estate climate.

Remax Premier Realty

The Toney Law Firm

A. Scott Toney, Esq.

Website: thetoneylawfirm.com
Phone: (866) 878-7817

At The Toney Law Firm, they are committed to providing compassionate quality legal representation for elders and their families for an affordable and reasonable fee. Their goal is to help dispel myths and fears that their clients face.

Scott has extensive experience in handling matters relating to lifetime planning for his client’s financial and health needs, as well as assisting their family members with estate and trust settlement. In addition to the practice areas of estate planning, our firm also handles elder law matters, guardianships, probate, and real estate closings.

 

The Toney Law Firm

Rachel Clements, CPA

Certified Public Accountant, Purvis Gray

Website: https://www.purvisgray.com/rachel-clements
Phone: (352) 378-2461

Rachel Clements is a partner with Purvis Gray and has expertise in the areas of taxes and accounting, providing tax preparation, advisory services, financial statement compilation, and review services to Zinnia Wealth clients.

Scott Shannon

Branch Manager, NRL Mortgage

Website: https://nrlmortgage.com/lo/scott-shannon
Phone: (352) 282-3020

Teamed up with NRL Mortgage, Zinnia Wealth can help walk you through the process of getting the right mortgage for you and how to works with your retirement.

W. Michael Parrott

Estate Planning Attorney

Website: https://www.parrottlegal.com/
Phone: (352) 789-6050

When helping prepare for retirement, consulting an estate planning attorney is an essential part of the process. Michael Parrott and Zinnia Wealth work together to make that process easier.

At Zinnia Wealth, we’re committed to helping you pursue your long-term financial goals.

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