Canopy 360
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Canopy 360 is on a mission to educate & empower individuals to manage wealth and grow business.
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06/23/2026
Yesterday, our team had the best time at Pickleball Kingdom Ocala đź‘Ź
We learned a few new pickleball skills and loved spending time together outside the office! What a fun Monday for the Canopy 360 team!
06/19/2026
A strong financial plan should account for more than investments.
National Insurance Awareness Day is a timely reminder to review your coverage and consider how it aligns with your family, retirement goals, estate plan, and long-term financial picture.
At Canopy 360, we help clients look at how life insurance and long-term care planning fit into the broader plan.
Ready to review the full picture? Let’s start the conversation!
We asked some of our team members what finance term they would name their kid… what name would you choose?!
06/15/2026
Friendly reminder for you! Q2 estimated tax payments are due today.
06/12/2026
Is your advisor planning with you? 🤝
At Canopy 360, we believe financial planning should be personal, collaborative, and connected to the people and decisions that matter most.
That may look like joining conversations with your CPA, attending estate planning meetings, helping bring your children into the conversation, or sitting down with multiple generations of a family to create more clarity around the future.
Because under our canopy, you are never planning alone.
06/09/2026
Wondering what it looks like to work with Canopy 360?
Our onboarding process is designed to bring clarity and confidence from the very first conversation. Through each step, our team takes time to understand your goals, your current financial picture, your family, and the future you’re working toward 🤝
Because under our canopy, financial planning is personal, collaborative, and built around the full picture of your life. Start today by giving us a call at (352) 657-3600!
We asked the Canopy team: what are some of the biggest mistakes you see people make with money? đź’µ
Their answers? Not tracking spending, being impatient, and making impulsive money moves.
What’s a money mistake you’ve seen or learned from?
06/02/2026
Our new website is live! đź‘Ź
We wanted our online home to best reflect who we are, how we serve, and what it means to be under our canopy. Check it out!
Planning ahead is one of the most meaningful ways to protect the people you love đź“ť
Probate can be costly, time-consuming, and stressful for families, but with the right planning, much of that burden can often be avoided.
At Canopy 360, we help coordinate your financial plan with your estate plan so your wishes are clear and your family is cared for. Give us a call at (352)657-3600 to start the conversation!
One of the most important parts of financial well-being is having a clear plan for your money! đź’¸
At Canopy 360, we’re here to help you build that plan and feel confident in your next steps. Call us at (352) 657-3600 to get started!
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Category
Website
Address
104 SE 1st Avenue, Suite B
Ocala, FL
34471
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |