Financial Planners in Lakeland, Florida - ViewLocate

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Steven L Petersen - Ameriprise Financial Services, Inc. photos

Steven L Petersen - Ameriprise Financial Services, Inc., Lakeland

Lakeland / Florida / United States

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The advisor listed is an Ameriprise financial advisor in Lakeland. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.

Edward Jones - Financial Advisor: Alberto Bonfil, AAMS® photos

Edward Jones - Financial Advisor: Alberto Bonfil, AAMS®, Lakeland

Lakeland / Florida / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Kevin McWilliams - Ameriprise Financial Services, Inc. photos

Kevin McWilliams - Ameriprise Financial Services, Inc., Lakeland

Lakeland / Florida / United States

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The advisor listed is an Ameriprise financial advisor in Lakeland. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.

BB&T photos

Lakeland / Florida / United States

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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.

Edward Jones - Financial Advisor: Gary L Willis photos

Edward Jones - Financial Advisor: Gary L Willis, Lakeland

Lakeland / Florida / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Cultivate Wealth Management photos

Cultivate Wealth Management, Lakeland

Lakeland / Florida / United States

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At Cultivate Wealth Management, we are focused on cultivating client relationships for the long-term. We spend the time to understand your values and help you make the most informed decisions necessary to cultivate your wealth. We provide Comprehensive Transition Planning for individuals, business owners and entrepreneurs with a specialty in working with those in agriculture and ag-related businesses.

Black James I & Co photos

Black James I & Co, Lakeland

Lakeland / Florida / United States

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With over 155 years of combined experience, the James I. Black team has the knowledge to help you when you have to make a smart decision regarding your financial future. Our services include: Stocks Bonds Mutual Funds Futures Commodities IRAs Financial Planning Retirement Planning

Edward Jones - Financial Advisor: Laura Lear, AAMS® photos

Edward Jones - Financial Advisor: Laura Lear, AAMS®, Lakeland

Lakeland / Florida / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Jeffery Wallace - Ameriprise Financial Services, Inc. photos

Jeffery Wallace - Ameriprise Financial Services, Inc., Lakeland

Lakeland / Florida / United States

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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Allied Wealth Advisors - Ameriprise Financial Services, Inc. photos

Allied Wealth Advisors - Ameriprise Financial Services, Inc., Lakeland

Lakeland / Florida / United States

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If you want to be able to count on your assets ” today and tomorrow, its important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, youll feel better knowing you are protecting yourself and your loved ones. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Edward Jones - Financial Advisor: Matt Bishop photos

Edward Jones - Financial Advisor: Matt Bishop, Lakeland

Lakeland / Florida / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Rick Trasport ChFC, CEP, CFS, CAS photos

Rick Trasport ChFC, CEP, CFS, CAS, Lakeland

Lakeland / Florida / United States

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Rick Trasport offers securities and investment advisory services through Voya Financial Advisors, Inc.. Member SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Jersey, Nevada, New York, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Virginia, West Virginia, and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.

BB&T photos

Lakeland / Florida / United States

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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.

Edward Jones - Financial Advisor: Matthew E Lausell, AAMS® photos

Edward Jones - Financial Advisor: Matthew E Lausell, AAMS®, Lakeland

Lakeland / Florida / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Henley Financial Group, LLC photos

Henley Financial Group, LLC, Lakeland

Lakeland / Florida / United States

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We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to Doctors, Professionals and Business Owners.

Edward Jones - Financial Advisor: Kimberlie Oppold photos

Edward Jones - Financial Advisor: Kimberlie Oppold, Lakeland

Lakeland / Florida / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Allen & Company of Florida photos

Allen & Company of Florida, Lakeland

Lakeland / Florida / United States

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Founded in 1932, Allen & Company of Florida is one of the oldest investment firms headquartered in Lakeland, Fla. The firm is a wholly owed subsidiary of Allen & Company Financial Corporation. It offers a wide range of services, including financial planning, investment management, insurance, tax - deferred annuities, retirement services, traditional investment services and mortgages. Its financial planning division provides retirement and estate planning, education planning, survivor and accumulation needs, and portfolio evaluation solutions. Allen & Company employs more than 45 associates, including over 25 financial advisors and five certified financial planners. The associates are hold various securities licenses and are registered with the National Association of Securities Dealers. It is a member of Securities Investor Protection Corporation, Security Industry Association and Florida Securities Dealers Association.

Steven F Taylor - Ameriprise Financial Services, Inc. photos

Steven F Taylor - Ameriprise Financial Services, Inc., Lakeland

Lakeland / Florida / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Edward Jones - Financial Advisor: Greg West photos

Edward Jones - Financial Advisor: Greg West, Lakeland

Lakeland / Florida / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

BB&T photos

Lakeland / Florida / United States

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BB&T is one of the largest financial services holding companies in the U.S. Based in Winston-Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services. A Fortune 500 company, BB&T is consistently recognized for outstanding client satisfaction by the U.S. Small Business Administration, Greenwich Associates and others. BB&T has also been named one of the World’s Strongest Banks by Bloomberg Markets Magazine, one of the top three in the U.S. and in the top 15 globally. More information about BB&T and its full line of products and services is available on our website.

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