Welcome to Kaye Wise
At Kaye Wise, we offer personalized financial planning and notary services with an emphasis on confidentiality. Located in Ocala, Florida, our goal is to help you achieve financial peace of mind while securing your future.
Services
Personalized Financial Planning
Tailor-made financial planning with confidentiality to meet your specific goals and secure your future.
Tax Preparation
Customized tax preparation to fit your needs. Strategic planning not just at tax time but throughout the year to ensure you are prepared and maximize all deductions while maintaining confidentiality.
Notary
Will
Deed
Trust
Loan documents
Wedding officiant
Document preparation
Document authentication
Frequently Asked Questions
“KayeWise provided exceptional service and guidance, helping me feel confident about my financial decisions. Their confidentiality is unmatched.”
Dave
Contact us
Reach out to us today for a confidential consultation to discuss your financial needs.
Location
KayeWise
Ocala, Florida, United States
About us
Kaye Wise is a trusted financial planning firm based in Ocala, Florida. We specialize in delivering personalized financial services with a strong emphasis on confidentiality. Our team is dedicated to helping you navigate the complexities of financial planning, offering tailored solutions for personal finance, tax preparation, notary and life insurance. With a deep commitment to privacy and security, we ensure that your financial matters remain confidential. At Kaye Wise, we pride ourselves on building long-term relationships with our clients, empowering them to achieve their financial goals with confidence and peace of mind.