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Financial Services

Financial Services

 
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Age-friendly Business
Banks
Credit Card Processing
Credit Unions
Financial Services
Insurance
Investments
Mortgages & Lending
Tax Services
 
 
 
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Morgan Stanley
Morgan Stanley
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225 E Lemon St, Ste 100
Lakeland, FL 33801
Michael Tamney, Financial AdvisorMichael Tamney, Financial Advisor
Work Phone: (863) 687-6211(863) 687-6211
Member Since: 1980
Learn More | Visit Site | View on Google Maps
SouthState Bank, N.A.
SouthState Bank, N.A.
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500 S Florida Ave Suite 100
Lakeland, FL 33801
Mr. Mike ClantonMr. Mike Clanton
Work Phone: (863) 688-9679(863) 688-9679
Member Since: 2006
Learn More | Visit Site | View on Google Maps
Cultivate Wealth Management
Cultivate Wealth Management
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204 East Pine Street
Lakeland, FL 33801
Mr. Matthew J AntosMr. Matthew J Antos
Work Phone: (863) 686-6600(863) 686-6600
Member Since: 2020
Learn More | Visit Site | View on Google Maps
Wall Titus, LLC
Wall Titus, LLC
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212 E Highland Dr, Ste 201
Lakeland, FL 33813 1725
Alicia JamesAlicia James
Work Phone: (863) 683-0708(863) 683-0708
Member Since: 1992
Learn More | Visit Site | View on Google Maps
MidAmerica Admin & Retirement Solutions
MidAmerica Admin & Retirement Solutions
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2855 Interstate Drive
Suite 115
Lakeland, FL 33805 2390
Ms. Deborah GodbeMs. Deborah Godbe
Work Phone: (863) 688-4500(863) 688-4500
Member Since: 2002
Learn More | Visit Site | View on Google Maps
CPS Investment Advisors
CPS Investment Advisors
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205 E Orange St, Ste 310
Lakeland, FL 33801
Mrs. Erica LupercioMrs. Erica Lupercio
Work Phone: (863) 688-1725(863) 688-1725
Member Since: 1977
Learn More | Visit Site | View on Google Maps
Lockheed Martin Enterprise Business Services
Lockheed Martin Enterprise Business Services
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1040 S Parkway Frontage Rd
Lakeland, FL 33813
Karen TurnerKaren Turner
Work Phone: (863) 647-0423(863) 647-0423
Member Since: 1988
Learn More | Visit Site | View on Google Maps
CHARLES SCHWAB
CHARLES SCHWAB
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6419 S. Florida Ave.
Suite 103
Lakeland, FL 33813
Lydia BoydLydia Boyd
Work Phone: (863) 450-3272(863) 450-3272
Member Since: 2021
Learn More | Visit Site | View on Google Maps
Suncoast Credit Union - South Lakeland Service Center
Suncoast Credit Union - South Lakeland Service Center
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6405 S Florida Ave
Lakeland, FL 33813 3307
Zachariah JenningsZachariah Jennings
Work Phone: (813) 621-7511 (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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Learn More | Visit Site | View on Google Maps
Edward Jones - Damon Dennis
Edward Jones - Damon Dennis
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a badge for businesses that are recognized as age friendly businesses by age friendly Lakeland
190 Fitzgerald Rd
Ste 2
Lakeland, FL 33813
Damon DennisDamon Dennis
Work Phone: (863) 686-4942(863) 686-4942
Member Since: 2023
Learn More | Visit Site | View on Google Maps
Lewis Tax & Financial Group, Inc.
Lewis Tax & Financial Group, Inc.
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1 Lake Morton Dr
Ste 220
Lakeland, FL 33801
Mr. Carl B LewisMr. Carl B Lewis
Work Phone: (863) 687-3012(863) 687-3012
Member Since: 2022
Learn More | Visit Site | View on Google Maps
CORE Wealth Advisors, Inc
CORE Wealth Advisors, Inc
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124 S Florida Ave
Flr 4
Lakeland, FL 33801
Mr. Nathan DunhamMr. Nathan Dunham
Work Phone: (863) 904-4745(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
Fifth Third Bank
Fifth Third Bank
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4421 S Florida Ave
Lakeland, FL 33813
Suzanne RobinsonSuzanne Robinson
Work Phone: (863) 513-1066(863) 513-1066
Member Since: 2023
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Learn More | Visit Site | View on Google Maps
Northwestern Mutual
Northwestern Mutual
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1476 Town Center Dr
Suite N218
Lakeland, FL 33803
Justin TurnerJustin Turner
Work Phone: (863) 577-3281(863) 577-3281
Member Since: 1990
Learn More | Visit Site | View on Google Maps
Farm Credit of Central Florida, ACA
Farm Credit of Central Florida, ACA
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204 E Orange St
Ste 200
Lakeland, FL 33801
Mr. Reginald T. HoltMr. Reginald T. Holt
Work Phone: (863) 682-4117(863) 682-4117
Member Since: 1962
Learn More | Visit Site | View on Google Maps
The Money Nurse
The Money Nurse
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Please call or visit our website
Lakeland, FL 33809
Althea McLeishAlthea McLeish
Work Phone: (954) 243-9804(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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Learn More | Visit Site | View on Google Maps
Amerant Mortgage
Amerant Mortgage
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226 N Kentucky Ave
Lakeland, FL 33801
Tony EelmanTony Eelman
Work Phone: (305) 717-1971(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.
Learn More | Visit Site | View on Google Maps
Johnson Stivender Wealth Advisors, Inc.
Johnson Stivender Wealth Advisors, Inc.
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5129 S Lakeland Dr
Ste 1
Lakeland, FL 33813
Mr. Craig JohnsonMr. Craig Johnson
Work Phone: (863) 683-2736(863) 683-2736
Member Since: 2004
Learn More | Visit Site | View on Google Maps
Family Business Circle LLC
Family Business Circle LLC
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1439 Bartow Rd
#104
Lakeland, FL 33801
Terrance AmenTerrance Amen
Work Phone: (415) 767-8599(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.
Facebook
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ISE Wealth Strategies, LLC
ISE Wealth Strategies, LLC
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5304 S Florida Ave
Ste 400-B
Lakeland, FL 33813
Michael D. Von Berg, CPFA, MBAMichael D. Von Berg, CPFA, MBA
Work Phone: (321) 203-7363(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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Learn More | Visit Site | View on Google Maps
Edward Jones - Matt Hawes
Edward Jones - Matt Hawes
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a badge for businesses that are recognized as age friendly businesses by age friendly Lakeland
2806 James L Redman Pkwy
Plant City, FL 33566
Matt HawesMatt Hawes
Work Phone: (813) 752-9765(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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Learn More | Visit Site | View on Google Maps
Primerica
Primerica
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2031 E Edgewood Dr
Suite #3
Lakeland, FL 33803
Mrs. Ginger CarlisleMrs. Ginger Carlisle
Work Phone: (863) 968-6362(863) 968-6362
(863) 381-7632(863) 381-7632
Member Since: 2015
Learn More | Visit Site | View on Google Maps
Florida Fiduciary Wealth Management
Florida Fiduciary Wealth Management
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1013 S Florida Ave
Lakeland, FL 33803
Kevin F CampbellKevin F Campbell
Work Phone: (863) 688-0900(863) 688-0900
Member Since: 2022
Learn More | Visit Site | View on Google Maps
Testutconsulting
Testutconsulting
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Please call for an appointment
Lakeland, FL 33804
Stacy TestutStacy Testut
Work Phone: (863) 397-1470(863) 397-1470
Member Since: 2025
Financial services: helping prepare families and individuals for the future
New Member
Learn More | View on Google Maps
Edward Jones/Gary Willis Financial Advisor
Edward Jones/Gary Willis Financial Advisor
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2216 E County Rd 540-A
Lakeland, FL 33813
Mr. Gary L WillisMr. Gary L Willis
Work Phone: (863) 644-6986(863) 644-6986
Member Since: 2014
Learn More | Visit Site | View on Google Maps
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc.
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4221 W Boy Scout Blvd
Ste 750
Tampa, FL 33607
Ms. Susan Pounds Chandler, CRPCMs. Susan Pounds Chandler, CRPC
Work Phone: (813) 357-2825(813) 357-2825
Member Since: 2009
Learn More | Visit Site | View on Google Maps
Prime Meridian Bank
Prime Meridian Bank
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3340 S Florida Ave
Lakeland, FL 33803
Angela WaldenAngela Walden
Work Phone: (863) 417-8512(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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Learn More | Visit Site | View on Google Maps
Allen & Company of Florida, LLC
Allen & Company of Florida, LLC
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a badge for small business of the year award recipienta badge for small business of the month award recipient
1401 S Florida Ave
Lakeland, FL 33803 2291
Ms. Robin ChaddickMs. Robin Chaddick
Work Phone: (863) 688-9000(863) 688-9000
Member Since: 1953
Learn More | Visit Site | View on Google Maps
Ameriprise Financial/Kevin M. McWilliams, AAMS, APMA, CLTC
Ameriprise Financial/Kevin M. McWilliams, AAMS, APMA, CLTC
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4927 Southfork Dr
Lakeland, FL 33813
Mr. Kevin M McWilliams AAMSMr. Kevin M McWilliams AAMS
Work Phone: (863) 688-6863(863) 688-6863
Member Since: 2016
Learn More | Visit Site | View on Google Maps
Edward Jones-Amanda Salcido
Edward Jones-Amanda Salcido
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140 Fitzgerald Rd
Ste 1
Lakeland, FL 33813
Amanda SalcidoAmanda Salcido
Work Phone: (863) 307-8793(863) 307-8793
Member Since: 2021
Learn More | Visit Site | View on Google Maps
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