Canopy 360

Canopy 360 Canopy 360 is on a mission to educate & empower individuals to manage wealth and grow business.

Unless specifically indicated otherwise, social media content expresses the author's views only and not necessarily those of the Commission, other members of the Commission, or other staff. Content posted to social media is not a rule, regulation, or statement of the Commission, and the Commission has neither approved nor disapproved of such content. Retweets, follows, or likes by SEC social media

accounts should not be construed as an endorsement of any individual, group, or entity by SEC staff or the Commission. Paid for by the United States Securities and Exchange Commission.

Yesterday, our team had the best time at Pickleball Kingdom Ocala 👏 We learned a few new pickleball skills and loved spe...
06/23/2026

Yesterday, our team had the best time at Pickleball Kingdom Ocala 👏

We learned a few new pickleball skills and loved spending time together outside the office! What a fun Monday for the Canopy 360 team!

A strong financial plan should account for more than investments.National Insurance Awareness Day is a timely reminder t...
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!

06/17/2026

We asked some of our team members what finance term they would name their kid… what name would you choose?!

Friendly reminder for you! Q2 estimated tax payments are due today.
06/15/2026

Friendly reminder for you! Q2 estimated tax payments are due today.

Is your advisor planning with you? 🤝At Canopy 360, we believe financial planning should be personal, collaborative, and ...
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.

Wondering what it looks like to work with Canopy 360?Our onboarding process is designed to bring clarity and confidence ...
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!

06/04/2026

We asked the Canopy team: what are some of the biggest mistakes you see people make with money? 💵

Their answers? Not tracking spending, being impatient, and making impulsive money moves.

What’s a money mistake you’ve seen or learned from?

Our new website is live! 👏We wanted our online home to best reflect who we are, how we serve, and what it means to be un...
06/02/2026

Our new website is live! 👏

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!

05/29/2026

Planning ahead is one of the most meaningful ways to protect the people you love 📝

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!

05/26/2026

One of the most important parts of financial well-being is having a clear plan for your money! 💸

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!

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

Website

Alerts

Be the first to know and let us send you an email when Canopy 360 posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category