A comprehensive investment strategy company
We are dedicated to helping our clients manage risk. Our primary concern is preserving our client's wealth while helping provide income for retirement.
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Interview Q&A
How long have you been in business?
13 years
What is your primary product or service?
investment planning wealth management
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
20 years accounting & tax practice. Those client's formed initial base of Sandy Wealth Management, Inc.
How do you differentiate yourself from other businesses in your category and area?
As many of our investment clients come through our accounting & tax practice we have a unique level of knowledge and trust built into the relationship. We take a truly global approach to evaluating our clients short and long term needs. We don't sell products, we provide solutions.
How many locations do you have and do you have plans to expand?
Two, no plans to expand beyond existing locations
Provide detailed directions to your location
One block off Pine opposite the Pine Street Shopping Center behind the Friendship Inn Motel.
What type of payments do you accept?
We are compensated through our broker dealer
Which areas do you service?
City of Ocala, Marion & Citrus Counties
Who owns your company or runs daily operations?
Richard M. Sandy
What are your hours of operation?
8:00AM to 5:00PM
Contact Sandy Wealth Management, Inc.:
