Financial Services

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Morgan Stanley

225 E Lemon St, Ste 100
Lakeland, FL 33801

Michael Tamney, Financial Advisor

(863) 687-6211

Member Since: 1980

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SouthState Bank, N.A.

500 S Florida Ave Suite 100
Lakeland, FL 33801

Mr. Mike Clanton

(863) 688-9679

Member Since: 2006

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Cultivate Wealth Management

204 East Pine Street
Lakeland, FL 33801

Mr. Matthew J Antos

(863) 686-6600

Member Since: 2020

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Wall Titus, LLC

212 E Highland Dr, Ste 201
Lakeland, FL 33813 1725

Alicia James

(863) 683-0708

Member Since: 1992

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MidAmerica Admin & Retirement Solutions

2855 Interstate Drive
Suite 115
Lakeland, FL 33805 2390

Ms. Deborah Godbe

(863) 688-4500

Member Since: 2002

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CPS Investment Advisors

205 E Orange St, Ste 310
Lakeland, FL 33801

Mrs. Erica Lupercio

(863) 688-1725

Member Since: 1977

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Lockheed Martin Enterprise Business Services

1040 S Parkway Frontage Rd
Lakeland, FL 33813

Karen Turner

(863) 647-0423

Member Since: 1988

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CHARLES SCHWAB

6419 S. Florida Ave.
Suite 103
Lakeland, FL 33813

Lydia Boyd

(863) 450-3272

Member Since: 2021

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Suncoast Credit Union - South Lakeland Service Center

6405 S Florida Ave
Lakeland, FL 33813 3307

Zachariah Jennings

(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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Edward Jones - Damon Dennis

a badge for businesses that are recognized as age friendly businesses by age friendly Lakeland

190 Fitzgerald Rd
Ste 2
Lakeland, FL 33813

Damon Dennis

(863) 686-4942

Member Since: 2023

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Lewis Tax & Financial Group, Inc.

1 Lake Morton Dr
Ste 220
Lakeland, FL 33801

Mr. Carl B Lewis

(863) 687-3012

Member Since: 2022

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CORE Wealth Advisors, Inc

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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Fifth Third Bank

4421 S Florida Ave
Lakeland, FL 33813

Suzanne Robinson

(863) 513-1066

Member Since: 2023

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Northwestern Mutual

1476 Town Center Dr
Suite N218
Lakeland, FL 33803

Justin Turner

(863) 577-3281

Member Since: 1990

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Farm Credit of Central Florida, ACA

204 E Orange St
Ste 200
Lakeland, FL 33801

Mr. Reginald T. Holt

(863) 682-4117

Member Since: 1962

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The Money Nurse

Please call or visit our website
Lakeland, FL 33809

Althea McLeish

(954) 243-9804

Member Since: 2025

My name is Althea, The Money Nurse, and I’m a financial coach dedicated to helping middle-income families take control of their financial future through complimentary financial education and guidance.

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Amerant Mortgage

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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Johnson Stivender Wealth Advisors, Inc.

5129 S Lakeland Dr
Ste 1
Lakeland, FL 33813

Mr. Craig Johnson

(863) 683-2736

Member Since: 2004

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Family Business Circle LLC

1439 Bartow Rd
#104
Lakeland, FL 33801

Terrance Amen

(415) 767-8599

Member Since: 2025

Family Business Circle (FBC) shows families, businesses, churches, and member organizations how to transform everyday spending into lasting wealth.

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ISE Wealth Strategies, LLC

5304 S Florida Ave
Ste 400-B
Lakeland, FL 33813

Michael D. Von Berg, CPFA, MBA

(321) 203-7363

Member Since: 2016

ISE Wealth Strategies is a financial advisory firm offering comprehensive wealth management services. We focus on personalized financial planning, investment management, and retirement strategies.

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Edward Jones - Matt Hawes

2806 James L Redman Pkwy
Plant City, FL 33566

Matt Hawes

(813) 752-9765

Member Since: 2024

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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Primerica

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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Florida Fiduciary Wealth Management

1013 S Florida Ave
Lakeland, FL 33803

Kevin F Campbell

(863) 688-0900

Member Since: 2022

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Testutconsulting

Please call for an appointment
Lakeland, FL 33804

Stacy Testut

(863) 397-1470

Member Since: 2025

Financial services: helping prepare families and individuals for the future

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Edward Jones/Gary Willis Financial Advisor

2216 E County Rd 540-A
Lakeland, FL 33813

Mr. Gary L Willis

(863) 644-6986

Member Since: 2014

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Oppenheimer & Co. Inc.

4221 W Boy Scout Blvd
Ste 750
Tampa, FL 33607

Ms. Susan Pounds Chandler, CRPC

(813) 357-2825

Member Since: 2009

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Prime Meridian Bank

3340 S Florida Ave
Lakeland, FL 33803

Angela Walden

(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