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Name
City
Edward Jones/Gary Willis Financial Advisor
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2216 E County Rd 540-A
Lakeland
,
FL
33813
Mr. Gary L Willis
(863) 644-6986
Member Since: 2014
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Fifth Third Bank
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4421 S Florida Ave
Lakeland
,
FL
33813
Suzanne Robinson
(863) 513-1066
Member Since: 2023
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ISE Wealth Strategies, LLC
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5304 S. Florida Ave.
Suite 400-B
Lakeland
,
FL
33813
Michael D. Von Berg, CPFA, MBA
(321) 203-7363
Member Since: 2016
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Ameriprise Financial/Kevin M. McWilliams, AAMS, APMA, CLTC
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4927 Southfork Dr
Lakeland
,
FL
33813
Mr. Kevin M McWilliams AAMS
(863) 688-6863
Member Since: 2016
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Prime Meridian Bank
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3340 S Florida Ave
Lakeland
,
FL
33803
Mr. Scott Folsom
(863) 417-8512
Member Since: 2019
Prime Meridian Bank brings the warmth and inviting personality of a community bank along with efficiency and operational excellence. We encourage our clients to come in and visit with us — so that we can know each other — because relationships are based
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Edward Jones - Damon Dennis
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101 W Main St
Ste 123
Lakeland
,
FL
33815
Damon Dennis
(863) 686-4942
Member Since: 2023
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money.
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Amerant Mortgage
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226 N Kentucky Ave
Lakeland
,
FL
33801
Tony Eelman
(305) 717-1971
Member Since: 2023
Get everything you deserve with Amerant Mortgage: a customer-centric approach strengthened by the affiliate bank's 40 years of integrity and banking excellence.
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Oppenheimer & Co. Inc.
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One Lake Morton Drive
Ste 201
Lakeland
,
FL
33801
Ms. Susan Pounds Chandler, CRPC
(863) 686-5393
Member Since: 2009
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Suncoast Credit Union - South Lakeland Service Center
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6405 S Florida Ave
Lakeland
,
FL
33813 3307
Josiah Colon
(813) 621-7511
Member Since: 2017
At Suncoast, we pride ourselves on being different. Everything we do is with our members in mind, from our lower rates on loans to our many free services. We're committed to giving back to the community and providing excellent service to meet all your fi
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SouthState Bank, N.A.
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500 S Florida Ave Suite 100
Lakeland
,
FL
33801
Mr. Mike Clanton
(863) 688-9679
Member Since: 2006
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Primerica
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2031 E Edgewood Dr
Suite #3
Lakeland
,
FL
33803
Mrs. Ginger Carlisle
(863) 968-6362
(863) 381-7632
Member Since: 2015
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Edward Jones - Dylan Allen
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2270 Griffin Rd
Ste A105
Lakeland
,
FL
33810
Dylan Allen
(863) 815-3429
Member Since: 2024
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Edward Jones-Amanda Salcido
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140 Fitzgerald Rd
Ste 1
Lakeland
,
FL
33813
Amanda Salcido
(863) 307-8793
Member Since: 2021
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Allen & Company of Florida, LLC
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1401 S Florida Ave
Lakeland
,
FL
33803 2291
Ms. Robin Chaddick
(863) 688-9000
Member Since: 1953
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Lewis Tax & Financial Group, Inc.
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1 Lake Morton Dr
Ste 220
Lakeland
,
FL
33801
Mr. Carl B Lewis
(863) 687-3012
Member Since: 2022
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MidAmerica Admin & Retirement Solutions
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2855 Interstate Drive
Suite 115
Lakeland
,
FL
33805 2390
Ms. Deborah Godbe
(863) 688-4500
Member Since: 2002
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Wall Titus, LLC
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212 E Highland Dr, Ste 201
Lakeland
,
FL
33813 1725
Thomas DiCesare
(863) 683-0708
Member Since: 1992
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Morgan Stanley
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225 E Lemon St, Ste 100
Lakeland
,
FL
33801
Michael Tamney
(863) 687-6211
Member Since: 1980
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Cultivate Wealth Management
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204 East Pine Street
Lakeland
,
FL
33801
Mr. Matthew J Antos
(863) 686-6600
Member Since: 2020
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CHARLES SCHWAB
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6419 S. Florida Ave.
Suite 103
Lakeland
,
FL
33813
Lydia Boyd
(863) 450-3272
Member Since: 2021
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Florida Fiduciary Wealth Management
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1013 S Florida Ave
Lakeland
,
FL
33803
Kevin F Campbell
(863) 688-0900
Member Since: 2022
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Lockheed Martin Enterprise Business Services
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1040 S Parkway Frontage Rd
Lakeland
,
FL
33813
Brandi Crouch
(863) 647-0423
Member Since: 1988
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PR Global Enterprises, Inc. / PHP Office North Tampa - Lakeland
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625 Commerce Drive
Suite 302
Lakeland
,
FL
33813
Mr. Carlos Jor-El Pizarro Garcia
(863) 337-6227
Member Since: 2022
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CORE Wealth Advisors, Inc
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124 S Florida Ave
Flr 4
Lakeland
,
FL
33801
Mr. Nathan Dunham
(863) 904-4745
Member Since: 2014
CORE Wealth Advisors provides financial and tax planning, asset protection consulting, and wealth management services all in one place.
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Bechard Bookkeeping
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185 Seven Oaks Dr
Mulberry
,
FL
33860
Lyndsey Bechard
(863) 838-2543
Member Since: 2023
We help keep your books organized & send monthly reports to help track spending, income & so much more.
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Northwestern Mutual
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1476 Town Center Dr
Suite N218
Lakeland
,
FL
33803
Austin Rumbley
(407) 845-1428
Member Since: 1990
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CPS Investment Advisors
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205 E Orange St, Ste 310
Lakeland
,
FL
33801
Mrs. Erica Lupercio
(863) 688-1725
Member Since: 1977
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Johnson Stivender Wealth Advisors, Inc.
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5129 S Lakeland Dr
Ste 1
Lakeland
,
FL
33813
Mr. Craig Johnson
(863) 683-2736
Member Since: 2004
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Farm Credit of Central Florida, ACA
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204 E Orange St
Ste 200
Lakeland
,
FL
33801
Mr. Reginald T. Holt
(863) 682-4117
Member Since: 1962
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