Financial Services

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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

Learn More | Visit Site | View on Google Maps

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

Learn More | Visit Site | View on Google Maps

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

Learn More | Visit Site | View on Google Maps

Centennial Bank

440 S Florida Ave
Lakeland, FL 33801

Mark Delaney

(863) 797-1598

Member Since: 2011

Centennial Bank is a customer focused bank that provides a broad range of commercial and retail banking and related financial services to businesses, investors, individuals and municipalities.

Learn More | Visit Site | View on Google Maps

SouthState Bank, N.A.

500 S Florida Ave
Ste 100
Lakeland, FL 33801

Mr. Mike Clanton

(863) 688-9679

Member Since: 2006

At SouthState we offer innovative banking solutions to support individuals, businesses, and communities throughout their financial journey, with the expertise and tools needed to move forward.

Learn More | Visit Site | View on Google Maps

Edward Jones-Amanda Salcido

a badge for small business of the month award recipient

140 Fitzgerald Rd
Ste 1
Lakeland, FL 33813

Amanda Salcido

(863) 307-8793

Member Since: 2021

Learn More | Visit Site | View on Google Maps

Allen & Company of Florida, LLC

a badge for small business of the year award recipient

1401 S Florida Ave
Lakeland, FL 33803 2291

Ms. Robin Chaddick

(863) 688-9000

Member Since: 1953

Allen & Company is a full-service investment firm headquartered in Lakeland and founded in 1932. We provide financial planning, full investment services and estate planning advice to individuals and businesses in the Central Florida area.

Learn More | Visit Site | View on Google Maps

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

Learn More | Visit Site | View on Google Maps

Ameriprise Financial/Kevin M. McWilliams, AAMS, APMA, CLTC

4927 Southfork Dr
Lakeland, FL 33813

Mr. Kevin M McWilliams AAMS

(863) 688-6863

Member Since: 2016

Learn More | Visit Site | View on Google Maps

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.

Learn More | Visit Site | View on Google Maps

Morgan Stanley

225 E Lemon St, Ste 100
Lakeland, FL 33801

Michael Tamney, Financial Advisor

(863) 687-6211

Member Since: 1980

Learn More | Visit Site | View on Google Maps

The Baldwin Group

1115 Bartow Rd
Lakeland, FL 33801

Ms. Kathryn J Koch

(863) 904-7409

Member Since: 1947

At the Baldwin Group we translate complex concerns into straightforward, customized solutions to help protect the possible for our clients and enable them to face the future with confidence.

Learn More | Visit Site | View on Google Maps

ISE Wealth Strategies, LLC

5304 S Florida Ave
Ste 400B
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.

Learn More | Visit Site | View on Google Maps

Northwestern Mutual

1476 Town Center Dr
Suite N218
Lakeland, FL 33803

Justin Turner

(863) 577-3281

Member Since: 1990

Northwestern Mutual is a long-standing financial services company with a significant presence in life insurance, and also offers a range of other financial products and advisory services. We offer holistic guidance on various financial matters, including

Learn More | Visit Site | View on Google Maps

Lockheed Martin Enterprise Business Services

1040 S Parkway Frontage Rd
Lakeland, FL 33813

Karen Turner

(863) 647-0423

Member Since: 1988

Learn More | Visit Site | View on Google Maps

Wall Titus, LLC

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

Alicia James

(863) 683-0708

Member Since: 1992

Learn More | Visit Site | View on Google Maps

The Money Nurse

1649 Williamsburg Sq
Lakeland, FL 33803

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.

Learn More | Visit Site | View on Google Maps

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

Learn More | Visit Site | View on Google Maps

MIDFLORIDA Credit Union

129 S Kentucky Ave
Ste 100
Lakeland, FL 33801

Tequilla Wiggins

(863) 616-2100

Member Since: 1979

MIDFLORIDA Credit Union is committed to delivering personalized financial solutions while making banking simple, secure and convenient for all of our members.

Learn More | Visit Site | View on Google Maps

CPS Investment Advisors

205 E Orange St
Ste 310
Lakeland, FL 33801

Mrs. Erica Lupercio

(863) 688-1725

Member Since: 1977

We provide each client with a highly coordinated team of finance, tax, investment, and business experts all working together to provide clients with comprehensive solutions as unique as their situations.

Learn More | Visit Site | View on Google Maps

MidAmerica Admin & Retirement Solutions

3003 S Florida Ave
Ste 202
Lakeland, FL 33803

Ms. Deborah Godbe

(863) 688-4500

Member Since: 2002

Learn More | Visit Site | View on Google Maps

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

Learn More | Visit Site | View on Google Maps

Lewis Tax & Financial Group, Inc.

1 Lake Morton Dr
# 220
Lakeland, FL 33801

Mr. Carl B Lewis

(863) 687-3012

Member Since: 2022

Learn More | Visit Site | View on Google Maps

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.

Learn More | Visit Site | View on Google Maps

Primerica

2031 E Edgewood Dr
Suite #3
Lakeland, FL 33803

Mrs. Ginger Carlisle

(863) 968-6362

(863) 381-7632

Member Since: 2015

Learn More | Visit Site | View on Google Maps

Cultivate Wealth Management

204 East Pine Street
Lakeland, FL 33801

Mr. Matthew J Antos

(863) 686-6600

Member Since: 2020

Learn More | Visit Site | View on Google Maps

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Financial Services

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Financial Services