Best Financial Advisors in Polk County, FL

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List of Firms

Polk County, FL Fiduciary Financial Advisors

Partners Financial Group
Location 1074 Florida Ave S #103, Lakeland, FL 33803, USA
Phone (863) 688-5800
CPS Investment Advisors
SEC File# 801-35294
CRD# 104914

5 out of 5

Location 205 E Orange St #310, Lakeland, FL 33801, USA
Phone (863) 688-1725
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
RightPlan Financial

5 out of 5

Location 212 E Pine St #101, Lakeland, FL 33801, USA
Phone (863) 455-9034
Wealth Solutions of Central Florida
Location 4949 Southfork Dr, Lakeland, FL 33813, USA
Phone (863) 647-3562
Florida Fiduciary Wealth Management

5 out of 5

Location 1014 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 688-0900
Edward Jones - Financial Advisor: Matt Bishop
SEC File# 801-3297
CRD# 250
Location 101 W Main St Suite 123, Lakeland, FL 33815, USA
Phone (863) 686-4942
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Raymond James
Location 3008 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 683-2736
Edward Jones - Financial Advisor: Greg West
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5133 US Hwy 98 N, Lakeland, FL 33809, USA
Phone (863) 815-3429
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Matthew E Lausell, AAMS™
SEC File# 801-3297
CRD# 250

4 out of 5

Location 7371 US Hwy 98 N, Lakeland, FL 33809, USA
Phone (863) 853-3298
EGL Financial
Location 2212 Florida Ave S Suite #2, Lakeland, FL 33803, USA
Phone (863) 688-0300
1312 Financial Education & Consulting

5 out of 5

Location 439 Florida Ave S #1a, Lakeland, FL 33801, USA
Phone (863) 288-0071
Pm Paul D.J. Morgis, Certified Financial Planner
SEC File# 801-60628
CRD# 116021

1 out of 5

Location 200 Lake Morton Dr, Lakeland, FL 33801, USA
Phone (863) 603-7081
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Guardian Wealth Management
SEC File# 801-61330
CRD# 118668

5 out of 5

Location 464 W Pipkin Rd, Lakeland, FL 33813, USA
Phone (863) 904-4760
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Ameriprise Financial
Location 1910 Lakeland Hills Blvd, Lakeland, FL 33805, USA
Phone (800) 297-4575
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 1859 Grand Bay Cir #103, Lakeland, FL 33810, USA
Edward Jones - Financial Advisor: Shane K Nelson, CFP®|AAMS™
Location 1490 N Wilson Ave, Bartow, FL 33830, USA
Phone (863) 533-6606
Price Financial Group Inc
Location 124 Florida Ave S, Lakeland, FL 33801, USA
Phone (863) 683-2590
LPF Financial Advisors
Location 1102 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 687-0502
Brad Dantzler - Raymond James

5 out of 5

Location 141 5th St NW, Winter Haven, FL 33881, USA
Phone (863) 298-9569
Morgan Stanley Financial Advisors
Location 225 E Lemon St #1st, Lakeland, FL 33801, USA
Phone (863) 687-6211
Merrill Lynch Wealth Management Advisor David House
Location 100 S Kentucky Ave Suite 100, Lakeland, FL 33801, USA
Phone (863) 680-5428
Edward Jones - Financial Advisor: Ryan C Conley
SEC File# 801-3297
CRD# 250

5 out of 5

Location 150 3rd St SW Suite 100, Winter Haven, FL 33880, USA
Phone (863) 293-5912
Edward Jones - Financial Advisor: Grayson H O'Cain
SEC File# 801-3297
CRD# 250
Location 2216 E County Rd 540A, Lakeland, FL 33813, USA
Phone (863) 644-6986
Core Wealth Advisors
SEC File# 801-81079
CRD# 174386

5 out of 5

Location 124 Florida Ave S 4th floor, Lakeland, FL 33801, USA
Phone (863) 904-4745
The Johnson Tamney Group - Morgan Stanley
Location 225 E Lemon St #1st, Lakeland, FL 33801, USA
Phone (863) 687-6211
Barrow & Powers Financial Services, Inc.

5 out of 5

Location 256 N Kentucky Ave, Lakeland, FL 33801, USA
Phone (863) 802-0333
Pro Income Advisors
Location 202 Lake Miriam Dr # E5, Lakeland, FL 33813, USA
Phone (800) 978-1511
Larson Financial Group - Lakeland
SEC File# 801-71543
CRD# 140599
Location 65 Lake Morton Dr, Lakeland, FL 33801, USA
Phone (863) 940-2820
Edward Jones - Financial Advisor: Michael J Plunkett, CFP®|AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 625 Commerce Dr Suite 305, Lakeland, FL 33813, USA
Phone (863) 701-8664
Northwestern Mutual Financial
Location 6700 Florida Ave S STE 36, Lakeland, FL 33813, USA
Phone (863) 646-9634
Johnson Stivender Wealth Advisors
Location 402 S Kentucky Ave #125, Lakeland, FL 33801, USA
Phone (863) 683-2736
Principal Financial Group

4 out of 5

Location 140 Fitzgerald Rd #2, Lakeland, FL 33813, USA
Phone (863) 701-7402
Edward Jones - Financial Advisor: Gary L Willis
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2216 E County Rd 540A, Lakeland, FL 33813, USA
Phone (863) 644-6986
Brian Heipp - Thrivent
Location 2132 Hoof Print Ln, Lakeland, FL 33811, USA
Phone (863) 712-5705
Chaffin Capital Advisors
Location 1525 Florida Ave S Ste 2, Lakeland, FL 33803, USA
Phone (863) 688-2400
The Heritage Group - Morgan Stanley
Location 225 E Lemon St #1st, Lakeland, FL 33801, USA
Phone (863) 499-1533
Morgan Stanley Financial Advisors
Location 250 3rd St NW Suite 100, Winter Haven, FL 33881, USA
Phone (863) 401-9449
Rowland Financial Services
Location Lakeland, FL 33813, USA
Phone (863) 646-5155
Mark Sutton - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1910 Lakeland Hills Blvd, Lakeland, FL 33805, USA
Phone (863) 688-6863
Florida Fiduciary Financial
Location 1014 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 688-0900
Edward Jones - Financial Advisor: Cris Allen
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1904 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 688-4417
Steven L Petersen - Private Wealth 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
Edward Jones - Financial Advisor: Alberto Bonfil, AAMS™
SEC File# 801-3297
CRD# 250
Location 500 Florida Ave S Suite 430, Lakeland, FL 33801, USA
Phone (863) 688-4411
Hurlburt Financial
Location 5125 S Lakeland Dr Suite 3, Lakeland, FL 33813, USA
Phone (863) 701-9717
Raymond James Financial Services
Location 402 S Kentucky Ave #125, Lakeland, FL 33801, USA
Phone (863) 683-2736
Cultivate Wealth Management

5 out of 5

Location 204 E Pine St, Lakeland, FL 33801, USA
Phone (863) 686-6600
Bruce Parmenter - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 4927 Southfork Dr Ste A, Lakeland, FL 33813, USA
Phone (734) 284-3700
Paul Quinn Financial
Location 6751 Krenson Oaks Cir, Lakeland, FL 33810, USA
Phone (863) 272-1663
Allied Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1910 Lakeland Hills Blvd, Lakeland, FL 33805, USA
Phone (863) 688-6863
Edward Jones - Financial Advisor: Laura Lear, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 140 Fitzgerald Rd Ste 3, Lakeland, FL 33813, USA
Phone (863) 688-3440
Clear Horizon Wealth Advisors, a Ameriprise Private Wealth Practice
Location 4927 Southfork Dr Suite A, Lakeland, FL 33813, USA
Phone (863) 588-1522
Pennsylvania Financial Group
Location 1426 Newport Ave, Lakeland, FL 33803, USA
Phone (863) 688-5800
Diversified Financial Partners
Location 306 E Main St STE 200, Lakeland, FL 33801, USA
Phone (863) 688-4441
Black James I & Co

3 out of 5

Location 311 Florida Ave S, Lakeland, FL 33801, USA
Phone (863) 686-4163
Rodriguez Wealth Management, Inc.
Location 332 S Indiana Ave, Lakeland, FL 33801, USA
Phone (863) 937-9751
Burks Financial Group
Location 101 W Main St Suite 133, Lakeland, FL 33815, USA
Phone (863) 500-9018
Edward Jones - Financial Advisor: Robert L Clark
SEC File# 801-3297
CRD# 250
Location 1904 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 688-4417
Allen & Company of Florida, Inc.
SEC File# 801-10970
CRD# 6413

5 out of 5

Location 1401 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 688-9000
Steven F Taylor - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1910 Lakeland Hills Blvd, Lakeland, FL 33805, USA
Phone (863) 688-6863
Image of Polk County, FL
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About Polk County, FL

Polk County is located in the central Florida region and is home to over 600,000 residents. The county is best known for its theme parks, including Walt Disney World Resort, Universal Orlando Resort, and SeaWorld. Other major employers in Polk County include Publix Super Markets and the Lakeland Regional Health Medical Center. Major highways and streets in Polk County include Interstate 4 and U.S. Highway 27. The most populous neighborhoods in Polk County are Winter Haven, Lakeland, and Bartow.

Where Certified Financial Advisors in Polk County, FL Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a necessary part of any community. They provide the essential services of lending money, taking deposits, and providing other financial services to their customers. In Polk County, FL, there are many banks that offer these essential services to residents. Some of the larger banks in the area include Bank of America, Wells Fargo, and SunTrust Bank. Residents can find a full list of banks on the website for the Florida Department of Financial Services.

Insurance Broker

Residents of Polk County, FL can rely on insurance brokers to help them find the best policies for their needs.Insurance brokers are knowledgeable about the different types of insurance policies available, and they can help residents compare rates and choose the policy that is best for them. Brokers can also assist residents in filing claims and helping them to understand their policy coverage.

Retirement Planning

Financial advisors can help Polk County, FL residents with retirement planning by helping them create a budget and plan for their future. Many people in Polk County are retirees, and financial advisors can help them make the most of their retirement savings. Financial advisors can also help young people save for retirement and make wise investment choices.

Wealth Management

Polk County, FL is a great place to live, but it can be tough managing finances on your own. That's where wealth management comes in. Wealth management can help Polk County residents make the most of their money by providing financial planning and investment advice.

Estate Planning Lawyer

Estate planning lawyers in Polk County, FL can help residents create wills and trusts which will help to ensure that their property is distributed according to their wishes after they die. In addition, these lawyers can also help residents set up power of attorney documents which will allow someone else to make decisions on their behalf if they are unable to do so themselves.

Mortgage Loan Officer

Mortgage loan officers in Polk County, FL can help residents by providing them with the best mortgage options for their needs. They can also help residents understand the complex paperwork and legal jargon involved in mortgages. In addition, mortgage loan officers can help residents find the best rates and terms available, and they can work with residents to get them approved for a mortgage even if they have bad credit.

Tax Services

Residents of Polk County, FL can benefit from the services of tax accountants. Tax accountants can help residents with their tax preparation, and they can also offer advice on how to reduce one's tax liability. In addition, tax accountants can help residents file for refunds and exemptions. Finally, tax accountants can help businesses in Polk County, FL to comply with state and federal regulations.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Polk County, FL