Wealth Management in Lady Lake, FL

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List of Firms

Lady Lake, FL Wealth Management Firms

Charles Schwab
SEC File# 801-35905
CRD# 106753
4 out of 5
Location 1048 Lake Sumter Landing, Lady Lake, FL 32162, USA
Phone (352) 430-3080
Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 104 S Old Dixie Hwy, Lady Lake, FL 32159, USA
Phone (352) 753-9904
SEC File# 801-57434
CRD# 11025
Location 13707 N US HWY 441, Lady Lake, FL 32159, USA
Phone (352) 751-4627
Lake Advisory Group
Location 108 S Old Dixie Hwy, Lady Lake, FL 32159, USA
Phone (352) 350-2008
Merrill Lynch Wealth Management Advisor Lesli Luther
1 out of 5
Location 1100 Canal St, The Villages, FL 32162, USA
Phone (352) 350-2710
Synergy Wealth Alliance
Location 978 Del Mar Drive, The Villiages, Lady Lake, FL 32159, USA
Phone (352) 259-8498
Blackston Financial Advisory Group
SEC File# 801-112486
CRD# 291380
5 out of 5
Location 8564 E County Rd 466 #302, The Villages, FL 32162, USA
Phone (352) 633-9046
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 3:30 PM Saturday: Closed Sunday: Closed
Cebert Wealth | Ameriprise Financial
4 out of 5
Location 11714 NE 62nd Terrace #100, The Villages, FL 32162, USA
Phone (352) 674-4200
Elliott Wealth Management
Location 16910 S US Highway 441, Suite 203, Summerfield, FL 34491, USA
Phone (888) 959-5904
Merrill Lynch Wealth Management Advisor Fred Siyufy
Location 1100 Canal St, The Villages, FL 32162, USA
Phone (352) 350-2705
Wealth Management in Lady Lake, FL

Where Wealth Management Advisors in Lady Lake, FL Serve

Lady Lake, FL is a small town located in central Florida. The town is best known for its many lakes and canals, which make it a popular destination for fishing and boating. Some of the town's other landmarks include the Lady Lake Historic District and the Lady Lake Public Library. The largest employers in Lady Lake are Lake County Schools and Lake-Sumter State College. Major highways and streets in Lady Lake include US 441 and CR 25A. The town's neighborhoods include Burgundy, Lakeside, and Spanish Springs.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Lady Lake, FL offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks can provide wealth management and investment advice, as well as insurance products.

Retirement Planning

If you're nearing retirement and live in Lady Lake, FL, it's important to begin planning ahead. While there are many things to consider when planning for retirement, some of the most important factors include determining how much money you'll need to live comfortably and finding a safe place to invest your savings. Thankfully, there are plenty of resources available in Lady Lake to help you with both of these tasks.

Tax Services

Tax accountants in Lady Lake, FL offer a wide range of services to help businesses and individuals manage their tax burden. Services include preparing and filing tax returns, consulting on tax planning, and representing clients during audits. Many tax accountants are also certified public accountants (CPAs), which means they have passed a rigorous exam and met other requirements relating to experience and education.

Financial Advisor

A financial advisor in Lady Lake, FL helps people save and invest money. They offer guidance on what stocks or mutual funds to buy, and help people plan for their future financially. Many financial advisors also offer estate planning services, which can be helpful for those who want to make sure their money goes to the right people after they die.

Insurance Broker

An insurance broker in Lady Lake, FL helps people find the best insurance policies for their needs. They work with a variety of insurance companies to find the best rates and coverage for their clients. They also help clients file claims and navigate the complex world of insurance.

Mortgage Loan Officer

Mortgage loan officers in Lady Lake, FL help people obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also work with clients to ensure they understand the terms of their mortgages and that they are getting the best deal possible. Mortgage loan officers play an important role in the housing market, and they help people buy homes and get into the housing market.

Estate Planning Lawyer

Estate planning lawyers in Lady Lake, FL help individuals and families create a plan for their estate. This includes determining who will inherit their property and assets, as well as setting up trusts and other legal documents to ensure that their wishes are carried out after they die.


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