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Financial Advisors in Lakeland, Florida (Polk County)

R. Strelser
32 miles from Lakeland, FL

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 financ... See More

Highlights: Investment Consulting, Retirement Distribution Plan, Independent Investment Advisor, Investment Services, Professional Wealth Management, 403B Plans, Disability Income & Long Term Care Insurance, Income Tax Planning, Estate Planning, IRA, Annuities & Life Insurance, Charitable Planning, Comprehensive Financial Planning, Retirement Planning, Wealth Management, 401K Consulting, Women's Issues
Lawrence Financial Planning, LLC
34 miles from Lakeland, FL
Visit Lawrence Financial Planning, LLC

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, ... See More

Westchase Financial Planning
34 miles from Lakeland, FL
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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 o... See More

Lebrigh Life Planners, LLC
34 miles from Lakeland, FL

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 separ... See More

Highlights: Certified Financial Planner, Investment Consulting, Retirement Distribution Plan, IRA, Fiduciary, Investment Services, CFP ®, Income Tax Planning, Estate Planning, Business Planning, Fee Only, Comprehensive Financial Planning, Charitable Planning, Independent Investment Advisor, Stocks, 403B Plans, Divorce Planning, Young Investors, College Planning, Wealth Management
Nick J. Russell, CRPC®
47 miles from Lakeland, FL
Visit Nick J. Russell, CRPC®

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 wit... See More

Highlights: Wealth Management, Fiduciary, Retirement Planning, Charitable Planning, Debt Management, 401K Consulting, Investment Policy Statements, Stocks, 403B Plans, Disability Income & Long Term Care Insurance, Income Tax Planning, Estate Planning, Financial Planning Advice And Services, Retirement Income Planning, Special Needs Planning, Advisory And Investment Management, IRA, Sustainability, NAPFA Member, Middle Income
Lebrigh Life Planners, LLC
47 miles from Lakeland, FL

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 ... See More

MacDonald Financial
48 miles from Lakeland, FL
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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.

Highlights: Estate Planning, Comprehensive Financial Planning, Rollover Of 401k Or IRA, ETFs, Financial Planning, Asset Protection, Annuities & Life Insurance, Business Planning, Independent Investment Advisor, Advisory And Investment Management, Financial Planning Advice And Services, Certified Financial Planner, Retirement Income Planning, College Planning, Mutual Funds, Charitable Planning, Investment Consulting, Investment Services, 401K Consulting, Retirement Distribution Plan
Pinnacle Wealth Planning
48 miles from Lakeland, FL
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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 ... See More

Align Wealth Management
48 miles from Lakeland, FL
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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, ban... See More

Personal Asset Management
48 miles from Lakeland, FL
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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 ne... See More

WaterOak Advisors
51 miles from Lakeland, FL
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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, 20... See More

Kendal Capital Management
51 miles from Lakeland, FL
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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, M... See More

Highlights: Stocks, Disability Income & Long Term Care Insurance, Wealth Management, International Financial Planning, IRA, Mutual Funds, Income Tax Planning, Investment Consulting, Retirement Planning, Investment Services, Passive Investment Strategies, Annuities & Life Insurance, Certified Financial Planner, Retirement Distribution Plan, Corporate Bonds, Pension Plan Design & Management, Professional Wealth Management, Debt Management, 401K Consulting, Socially Responsible Investments
Cathy A. Wagner CFA
52 miles from Lakeland, FL
Visit Cathy A. Wagner CFA

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 everyt... See More

Gardner Sherrill, CFP
55 miles from Lakeland, FL
Visit Gardner Sherrill, CFP

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 sustain... See More

Highlights: Investment Management, Estate Planning, Financial Planning, MBA, Retirement Planning, Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Fiduciary, Certified Financial Planner, Wealth Management

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 Isl... See More

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