Company Overview
Company Name
Zinnia Wealth Management
Address
3220 SW 33rd Rd, Ocala, FL, 34474, United States
Website
zinniawealth.comPhone
(352) 368-3680Approx. Annual Revenue
$2.6M
Employees
12
Established
2016
Google Reviews
4.7 (39 reviews)
Google Business Category
Financial planner
Locations
3
About Zinnia Wealth Management
Zinnia Wealth Management is a financial planning firm located in Ocala, Florida. The company offers a range of services, including income planning, investment strategies, Social Security maximization, and legacy planning, catering to clients' diverse financial needs.
Business Profile
Read from the Zinnia Wealth Management website on Oct 13, 2026. Hover an item to see the exact wording it came from.
Ownership (as declared by the business)
About the website
- Website quality (AI-assessed)
- 7/10 · Current copyright 2025; Detailed services and resources
- Footer copyright year
- 2025
Recent changes
What changed on the Zinnia Wealth Management website and Google listing, as detected by Coldlytics on each visit.
Google reviews went from 36 to 39
Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.
Find companies by what just changed →Zinnia Wealth Management locations
3 Google Business Profile listings.
| Location | Google category | Reviews | Status |
|---|---|---|---|
| 3220 SW 33rd Rd, Ocala, FLprimary | Financial planner | 4.7 (39) | Claimed |
| 3220 SW 33rd Rd, 34474, Ocala | — | — | — |
| 4060 FL-44, Wildwood, FL | Financial advisor | 5.0 (1) | Claimed |
Financial Advisor Companies near Ocala, FL
- Baum Financial Servicesbaumfinancialservices.com
- Trajan Wealthtrajanwealth.com
- Xel Advisorsxeladvisors.com
- First Coast Financial Groupfirstcoastfinancialgroup.com
- NuVenture Financial Groupnuventurefinancialgroup.com
- FirsTrustfinancialteam.com
- Cornerstone Wealth Groupcwgadvisors.com
- The Holland Groupthehollandgrp.com
- Hoffman Private Wealth Groupstewardpartners.com
- Sherif Ghaffarfinancialrevolution.com
Frequently Asked Questions about Zinnia Wealth Management
Advertising Pixels
- Google Ad Pixel
- LinkedIn Ad Pixel
Categories
Technologies Used
Social Profiles
Key Decision Makers
Charisse Rivers CEO/Founder