Financial Advisors in Lakeland, Florida (Polk County)

Our mission is to educate and help people understand their finances, taxes and investments. Teaches financial literacy to employees of large groups. Trained, licensed professional with over 20 years of experience of helping people meet their financial goals. We serve individuals and busineses in all areas of financial planning, including retirement planning, tax management, estate planning, risk management, education funding, investment management and employee and executive benefits.... See More

Julie Lawrence, BA, CDFA, CFP
WOULD YOU LIKE TO WORRY LESS AND ENJOY LIFE MORE?
If you are like most people, you worry about your financial future. We can help.
• Flat retainer, full-service financial planning. From cash flow to estate planning, we can work with you every step of the way.
• Fee-only financial advice. We sell no products and receive no commissions.
• A comprehensive approach to your goals. Our team will work within all areas of your financial life: tax planning, savings and investment strategies, insurance, estate planning, retirement planning, budgeting, and more.
• Planning for your current lifestyle as well as the future. Our financial plans are living documents; they change as your circumstances change. We help set realistic goals and offer advice every step of the way.
• Ongoing communication and advice. Your annual retainer fee allows you to call or email us any time during the year, in addition to your regularly scheduled appointments – at no extra cost to you.
• Mini-Plan for young professionals. Flat fee for a review of employer benefits, 401k/403b investment choices, budgeting, debt repayment strategies, and cash flow.
HOW WE CAN HELP.
What often happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All of them can give you great advice about their area of expertise, but it’s a bit like deciding what the puzzle is, based on only one piece. Is it any wonder that the pieces don’t fit together?
With the right help, you can put the pieces together successfully. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.... See More

Forrest Baumhover, CFP, EA, MBA
Westchase Financial Planning is a fee-only financial planning firm located in Tampa, Florida. Although our focus is on servicemembers and real estate agents, we welcome clients from all walks of life. If you feel overwhelmed or you just want someone to help you put it all together, contact Westchase Financial Planning today for an appointment.... See More

No Commission!! Lebrigh does not charge commissions nor does it receive any direct or indirect commissions from any recommendations that are made. Instead, we charge an annual fee based on your net worth (or a set fee if applicable) and thus separate any financial interest that may be inherent in any recommendations. This allows us to provide unbiased advice that is in the best interests of you: our client.
Lebrigh is committed to helping you achieve your long-term financial goals every step of the way. Everyone has different needs and objectives and Lebrigh tailors advice to your unique circumstances.

Because financial planning is a fluid and ongoing process, Lebrigh is ready to adapt recommendations to your changing lifestyle and life events.... See More

Client service is at the center of Nick's practice. With over 13 years of experience, Nick builds his business on a method of strong values, education, and the ability to translate what his clients want onto a best-fit financial plan.

Working with his clients, Nick strives to accommodate all schedule-types and investment levels. He and his team work tirelessly to ensure a seamless client experience, choosing not to outsource any parts of Nick's practice. The personal level of service Nick provides caters to clients with hand-written notes, recurring meetings, and simplified user interfaces to view accounts.

Nick teaches Retirement Planning Today classes bi-annually, and volunteers his time to charity causes within the Central Florida community. Nationally-recognized organizations close to his heart include the ASPCA and Mesothelioma Cancer Alliance.

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping clients build wealth and protecting their hard-earned assets. The Sunrise firm is completely independent, so its loyalty belongs exclusively to clients -- not a parent company. Call to grab a cup of coffee with Nick and learn more about how you can become part of the Sunrise family.

Securities and Investment Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is separate from any other named entity.... See More

Steven Bove, CFA, CFP, MSFS
Lebrigh Life Planners, LLC, a fee-only financial planning firm, takes a holistic approach to financial planning. As such we consider the interaction of multiple variables then weigh financial and non-financial concerns in charting a course for the future.Lebrigh Life Planners, LLC offers fee-only comprehensive financial planning that incorporates, but is not limited to, advice in the following areas: risk management, tax planning, cash flow & wealth management, retirement planning, portfolio management, estate planning, education planning as well as specialized planning.... See More

Wealth Management helps you succeed by working with your trusted fiduciary. For us, respect for our judgment and trust in our character is critical. And we bring a lot to the table.

David Harbeitner, CFP
Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is a fee-only Wealth Management firm working exclusively with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Advisor, which legally makes Pinnacle a fiduciary to its clients under both state and federal law.Pinnacle is a family owned and operated Wealth Management firm with hundreds of clients throughout the United States. Pinnacle's staff combines specialized planning credentials such as JD, CPA, CFP®, ChFC®, MBA, PFS, AAMS®, CRPS®, CMFC®, QPFC, AIF®, CDFA and over 100 years of Wealth Management experience, delivering high quality wealth management services to its clients.Pinnacle's Wealth Management Programs are designed to meet stringent criteria for the benefit of our clients, such as:* Pinnacle is a fiduciary under both state and federal law.* Pinnacle is a fee-only wealth manager.* Pinnacle does not have custody of any client's assets* Pinnacle does not sell any investment or insurance products.* Pinnacle receives 100% of its revenue from its clients, no third parties.* Pinnacle has a competitive fee schedule.* Pinnacle provides:- Comprehensive Financial Planning Services- Comprehensive Investment Advisory Services- Continuous Planning Quarterback Services- Comprehensive Asset Tracking and Performance Reporting Services* Pinnacle works well with clients' other Advisors.* Pinnacle fully discloses all fees paid to Pinnacle.The foundation of your Wealth Management Program is your Financial Plan. Through the planning process, your advisors will generate high quality, continuous and consistent planning advice,... See More

Dennis Packard, CFP, CPA/PFS
In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Meanwhile, financial intermediaries such as brokerage firms, bank trust departments, and insurance companies bombard you, selling expensive, commission-based products and declining a fiduciary role that is meant to protect your best interests. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted "advice," and paying too much in taxes, commissions, and fees.
We solve these problems. Our passion is helping you make the most of your one financial life.
At Align Wealth Management, we proudly go against the grain, delivering strictly fiduciary advice and simple and elegant investment solutions to a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, intense research, hard work on your behalf, and complete transparency.... See More

Dena Minning, BS, CFA, CFP, MBA
With Personal Asset Management, you get an informed investment partner who will help you make your savings work as hard as you do. We provide investment strategy and discretionary money management services for high net worth individuals and business owners.... See More

Scott Macaione, CFP
WaterOak Advisors is a Fee-Only independent advisor counseling wealthy families and businesses for over 20yrs. We currently provide guidance on approximately $1.7 Billion of client assets as of our last SEC filing on March 21, 2017. We provide financial and tax planning guidance through our CFP® Certificants and IRS Enrolled Agents. The combination of our investment management expertise and planning guidance has gained our firm recognition from several independent organizations including Barron's Top 100 Independent Advisor List (2016, 2015, 2014, 2010, 2009 & 2008), Forbes list of America's Top 100 Wealth Advisors (2016) and Financial Times 300 Top Registered Investment Advisers List (2016, 2015 & 2014) . We encourage you to visit to our website at www.wateroak.com for additional information or call us at .... See More

Kendal Capital Management Services: Annuities, Certificates of Deposit, Corporate Bonds, Education Savings Accounts, Exchange Traded Fund, Equities, Government Bonds, Individual Retirement Accounts, Keoghs, Life Insurance, Long Term Care Insurance, Managed Money, Money Market Funds, Municipal Bonds, Mutual Funds, Options, Principal Protected Note, Reverse Convertible Note, Retirement Plans... See More

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make sensible decisions concerning your future financial condition. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.... See More

We help clients pursue their retirement goals through the proper management of their financial resources.
We use a customized process we call nestegg-mba whereby we help clients to measure, balance and amplify their assets to pursue a higher sustainable income throughout retirement.

Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org / https://www.SIPC.org a Registered Investment Adviser.... See More

Stephen Overstreet, CFP, MBA
I am a Certified Financial Planner (CFP), a NAPFA-Registered Financial Advisor, a Registered Investment Advisor in Florida, and have an undergraduate degree from the US Military Academy and an MBA in Finance from Long Island University. I have been in practice for 20 years after retiring from the Army and have been investing in the mutual funds for over 30 years. I am independent and do not sell products. The firm offers the following services: 1. COMPREHENSIVE PERSONAL FINANCIAL PLANNING Engagement includes a personal financial plan of about 45 pages and follow-on assistance and consultations for the remainder of the year to help the client implement the plan. Topics covered include setting personal and financial objectives, budgeting/spending control, and insurance, financial independence/retirement, investment, college funding, tax and estate planning. 2. INVESTMENT ADVISORY SERVICES I develop a recommended portfolio and provide quarterly reports and detailed recommendations on holdings based on an Investment Policy Statement. There is no minimum portfolio size, and I include retirement assets (such as 401(k) plans and variable annuities) in the analysis. Once the client decides on the recommendations, he/ she can either execute the trades or I can do them. A comprehensive plan is not a prerequisite. 3. HOURLY/ PROJECT SERVICES In certain circumstances I offer one-time portfolio, retirement, or other types of analyses.... See More