Expertise.com

Best Financial Advisors in Lakeland

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Lakeland, FLLakeland, FL

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Lakeland, FLLakeland, FL

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1401 South Florida Avenue, Lakeland, FL 33803
Lakeland, FL 33803
  • Estate Planning
  • Tax Planning

Allen & Company assists individuals in Lakeland in finding the insurance policy that fits their family, needs, and lifestyle. Founded in 1932, the company helps clients create their first financial portfolio, consolidate investments, plan for retirement, or save for a child's education. Cynthia Marotz, Vice President and financial advisor, aims to assist clients in getting the most out of their 401(k) plans and retirement savings. She is a member of the Lakeland Chamber of Commerce.

1401 South Florida Avenue, Lakeland, FL 33803
Lakeland, FL 33803

Website(863) 688-9000

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

12 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

360 Central Ave, Suite 1410, St. Petersburg, FL 33701
St. Petersburg, FL 33701

Avid Planning is a firm that offers financial planning and wealth management services in Lakeland. The company simplifies its approach with its "Think.Plan.Live." process. With this, clients think of their aspirations, plan and choose a partnership program, and live while their plans are being implemented. Its advisors guide clients in their cash flow, investments, credit cards, and loans. Avid Planning was established in 2013. Its Certified Financial Planners each have more than a decade of industry experience.

360 Central Ave, Suite 1410, St. Petersburg, FL 33701
St. Petersburg, FL 33701

Website(727) 228-6840

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

124 South Florida Avenue 4th Floor, Lakeland, FL 33801
Lakeland, FL 33801
  • Certified Financial Planner (CFP)

CORE Wealth Advisors offers its services in the Lakeland metro. This fiduciary firm partners with its clients to deliver financial advisory that encompasses all facets of their life. Some of the services it provides include asset protection consultation, financial and tax planning, and wealth management services. Its clients are mostly business owners, people who are approaching retirement, and individuals who are going through major life transitions. Chuck Foss, the president and co-founder, is a Personal Financial Specialist who's been in the industry since 1983.

124 South Florida Avenue 4th Floor, Lakeland, FL 33801
Lakeland, FL 33801

Website(863) 904-4745

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

205 East Orange Street, Suite 310, Lakeland, FL 33801
Lakeland, FL 33801
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Established in 1975, CPS Investment Advisors is a full-service, independent financial advisory firm in Lakeland. Its team of certified public accountants and personal finance specialists assists its clients in investments, insurance, retirement, taxes, and trusts. Additionally, it handles Deferred Retirement Option Program and TSA plans for its public or government sector clients. Peter Golotko, president and chief executive officer, has over 25 years of experience in financial planning, investing, and taxation.

205 East Orange Street, Suite 310, Lakeland, FL 33801
Lakeland, FL 33801

Website(863) 688-1725

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

204 East Pine Street, Lakeland, FL 33801
Lakeland, FL 33801
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

Cultivate Wealth Management is a Lakeland financial advisory firm that helps clients align their financial plans with their retirement goals. It offers an array of services to individuals, families, and entrepreneurs. These include investment and risk management, developing an exit strategy, and estate planning. It also assists agriculture clients with financial planning, banking and lending solutions, and business succession planning. Co-founder Matthew J. Antos, a Certified Financial Advisor, began his financial advisory career in 1996. He worked with Prudential Securities, Merrill Lynch, and Smith Barney before he opened his independent firm.

204 East Pine Street, Lakeland, FL 33801
Lakeland, FL 33801

Website(863) 686-6600

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

333 Third Avenue North, St. Petersburg, FL 33701
St. Petersburg, FL 33701
  • Certified Financial Planner (CFP)
  • Financial Planning

Doyle Wealth Management, LLC is an investment advisory firm serving Lakeland. Prior to founding, Bob and Jillian Doyle started their career in the accounting industry and established the business after observing the need for wealth managers to serve the retirement community in Florida. Its advisors assess clients’ financial situations and develop plans to ensure they are on track for a successful retirement. It earned recognition as one of America’s Top Wealth Advisors from 2016 to 2018 by Forbes Magazine.

333 Third Avenue North, St. Petersburg, FL 33701
St. Petersburg, FL 33701

Website(800) 932-8505

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

464 West Pipkin Road, Lakeland, FL 33813
Lakeland, FL 33813
  • Certified Financial Planner (CFP)

Guardian Wealth Management provides Lakeland residents with financial advice. It helps them develop, monitor, and implement financial strategies and save for college, manage debt, and prepare for retirement. It provides guidance in investing money and preserving their wealth. It helps in retirement distribution strategies, risk management analysis, and estate conservation. Its long-term investment plans are tailored to individual requirements. Company president Nick Toadvine has been working with customers to protect and increase their wealth since 1997. He is a Certified Financial Planner.

464 West Pipkin Road, Lakeland, FL 33813
Lakeland, FL 33813

Website(863) 904-4760

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1646 W Snow Ave. Suite 144, Tampa, FL 33606
Tampa, FL 33606
Instagram
  • Finance Planning

Sickle Hunter Financial Advisors is a financial planning firm that helps clients in Lakeland get organized and take control of their finances. The firm provides services for different kinds of financial planning needs, such as insurance options, rebalancing 401(k)s, and IRA contributions and conversions. Its team of professionals assists clients in managing their assets and investments with strategies geared towards long-term goals. Sickle Hunter Financial Advisors is actively involved in the community and supports the South Tampa Chamber of Commerce.

1646 W Snow Ave. Suite 144, Tampa, FL 33606
Tampa, FL 33606

InstagramWebsite(813) 321-6423

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you