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  3. Ocala
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New Financial Services Businesses in Ocala, FL

5 financial services businesses recently registered in Ocala, Florida.

Updated August 18, 2026 · Most recent business filing Feb 8, 2026

5
Total Filings
Feb 8, 2026
Most Recent
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About Financial Services Businesses in Ocala

This page lists new financial services businesses registered in Ocala, Florida. We currently track 5, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include Stewardship Advisory, Kiefer Financial Advising, and Sentinel Tax Relief. The most recent financial services business filing was on Feb 8, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in Ocala, this is one of the freshest prospect lists in the market.

All Filings

Stewardship Advisory

Feb 8, 2026
Financial ServicesVerifiedOcala, FL · Volusia Co.

A financial advisory firm providing investment and wealth management services, likely registered as an RIA (Registered Investment Advisor).

Kiefer Financial Advising

Jan 5, 2026
Financial ServicesVerifiedOcala, FL · Volusia Co.

A financial advising firm offering investment and financial planning services, operated by Riley Kiefer in Ocala, FL.

Sentinel Tax Relief

Sep 26, 2025
Financial ServicesVerifiedOcala., FL · Volusia Co.

A tax relief service provider offering assistance with tax-related issues, likely based in Florida.

BrightShore Mortgage

Sep 5, 2025
Financial ServicesVerifiedOcala, FL · Volusia Co.

BrightShore Mortgage is a mortgage lending company based in Ocala, Florida, offering home loans and pre-qualification services. The website indicates competitive rates and personalized service, with contact information matching the LLC filing address. Officer names Sands and Alexis align with the filing.

O'Connell Financial Services

Jun 14, 2024
Financial ServicesVerifiedOcala, FL · Volusia Co.

O'Connell Financial offers securities and advisory services, with website contact details (352 area code) consistent with the Ocala, FL filing address. The O'Connell name matches the LLC's officers.

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