Welcome to KayeWise - Your Trusted Financial Planning Partner in Ocala, Florida

At Kaye Wise, we specialize in providing personalized financial planning, tax preparation, notary services and life insurance services to help you secure your financial future with confidence and peace of mind. Our commitment to confidentiality and tailored services sets us apart from other financial planners.

Located in the heart of Ocala, Florida, we are dedicated to empowering our clients with financial solutions that are designed to meet their unique needs. Whether you're looking for comprehensive financial planning, tax preparation, notary services or life insurance, we have you covered.

FAQs

What are your office hours?

Open 7 days a week Monday-Friday 6pm-10pm, Saturday 10am-6pm and Sunday by appointment only.

How soon can clients expect a response to their inquiries?

Within 24 hours.

Are consultations available virtually?

Yes, by request.

What sets KayeWise apart from other financial planners?

Confidentiality, personalized service.

Are all notary services mobile?

I offer a few options. You have the option of coming into my office, I will come to your home, or can meet at a public location.

Ready to Secure Your Financial Future?

Contact us today for a confidential consultation and take the first step towards achieving your financial goals with KayeWise.

Schedule Consultation