Best Financial Advisors in Lakeland, FL

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List of Firms

Lakeland, FL Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Tim Birri
SEC File# 801-3297
CRD# 250
Location 500 Florida Ave S Suite 430, Lakeland, FL 33801, USA
Phone (863) 688-4411
Kevin McWilliams - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 1910 Lakeland Hills Blvd, Lakeland, FL 33805, USA
Phone (863) 688-6863
Merrill Lynch Wealth Management Advisor Charles Joyner
Location 100 S Kentucky Ave Suite 100, Lakeland, FL 33801, USA
Phone (863) 680-5420
Alpha Advisors LLC
SEC File# 801-113120
CRD# 118107
Location 2026 Crystal Wood Dr #9, Lakeland, FL 33801, USA
Phone (863) 665-8888
Wells Fargo Advisors

5 out of 5

Location 500 Florida Ave S Suite 640, Lakeland, FL 33801, USA
Phone (863) 802-2400
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About Lakeland, FL

Lakeland is a city located in Polk County, Florida. The city had a population of 100,000 in the 2010 census. Some of the landmarks in Lakeland include Lake Mirror, Barnett Park, and Hollis Garden. The top employers in Lakeland are Publix Supermarkets, Inc., Lakeland Regional Medical Center, and GEICO. Some of the major highways and streets in Lakeland are U.S. Highway 98, Interstate 4, and Florida State Road 60. Some of the neighborhoods in Lakeland are Cleveland Heights, Combee Settlement, Crystal Lakes, and Gibsonia.

Where Certified Financial Advisors in Lakeland, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Lakeland, FL residents have access to a variety of banking services that can help them manage their money and finances more effectively. Services offered by banks in Lakeland include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a number of online and mobile banking options that make it easy for customers to access their accounts from anywhere.

Insurance Broker

As insurance brokers, we understand that each person's needs are different. That's why we take the time to get to know our clients, so that we can find the best possible policies for them. We work with a variety of carriers, so we can always find the right coverage at the right price. And because we're local, we're always here to help our clients in Lakeland, FL when they need us.

Retirement Planning

Lakeland, FL residents looking to retire can benefit from the help of a financial advisor. A financial advisor can help retirees map out a plan for their retirement, including estimating how much money they will need to live comfortably and calculating how much they will need to save each year in order to reach their retirement goals. Retirees in Lakeland, FL can also benefit from working with a financial advisor who specializes in retirement planning. This type of advisor can provide advice on which investments are best for someone nearing retirement, as well as tips on how to reduce taxes and fees associated with retirement savings accounts.

Wealth Management

Residents of Lakeland, FL can benefit from wealth management services in order to make the most of their money. Wealth management can help people save for retirement, invest money wisely, and grow their assets. By working with a wealth manager, Lakeland residents can rest assured that their finances are in good hands.

Estate Planning Lawyer

Lakeland, FL residents who want to ensure that their estate is handled in the way they desire can work with an estate planning lawyer. An estate planning lawyer can help residents create a will or trust, and can also provide guidance on other aspects of estate planning such as guardianship and power of attorney. Residents of Lakeland, FL who are interested in working with an estate planning lawyer should contact a local law firm for more information.

Mortgage Loan Officer

Mortgage loan officers in Lakeland, FL can help residents by providing them with home loans. These loans can be used to purchase a new home or to refinance an existing mortgage. In addition, mortgage loan officers can provide advice on the best type of mortgage for a particular situation and they can also help borrowers get the best interest rates possible.

Tax Services

Lakeland, FL residents can benefit from the expertise of tax accountants. Tax accountants can help residents maximize their deductions and credits, ensuring that they pay the least amount of taxes possible. In addition, tax accountants can help residents file their returns on time, reducing the chances of receiving a penalty from the IRS.


FAQs About Personal Financial Advisors in Lakeland, FL