Expertise.com
2024

Last updated:

Best Financial Advisors in Lakeland

Our Recommended Top 9

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Lakeland Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

32

Reviewed

22

Curated

9

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Lakeland, FL
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Lakeland, FL

Why choose this provider?

Need help contacting a Financial Advisor in Lakeland? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

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.

Reputation:

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.
3.9
Google
3.9 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.5
Google
4.8 / 5 (11)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (10)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How often do you need to re-evaluate your life insurance plan in Lakeland?

    You are encouraged to re-evaluate your life insurance plan in Lakeland at least once every three to five years. The reason for this is that changes in your personal lifestyle and situations can affect the amount of coverage you need to pay. Some life changes include divorce, marriage, adoption or birth of a child, and purchasing a new investment property.

  • What are the things you should consider before an education and college planning consultation in Lakeland?

    Before your consultation in Lakeland, you should consider several things regarding education and college planning. You need to know how much will be your annual contributions and if they are tax-free or tax-deferred. You should also determine how your contributions will be invested and what will happen to the money if your child does not want to go to college.

  • How can you plan for a major purchase in Lakeland?

    If you will buy a car, go on your dream vacation, or renovate your home in Lakeland, you need to manage your liquidity needs for a major purchase. You need to evaluate your options for paying for your major purchase and make sure that you still keep up with your financial goals. You can use a loan or credit or borrow from your assets to finance your purchase.

  • If you are an investor in Lakeland, what fees and costs associated with mutual funds do you need to pay?

    If you are an investor in Lakeland, you will most likely pay several fees and costs associated with mutual funds. You need to pay transaction fees because some brokerages might charge you whenever you sell or purchase mutual fund shares. You might also pay an operating expense ratio to cover the funds' operating expenses.

  • What should not be included in a will in Lakeland?

    There are several things you should not include when writing a will in Lakeland. You should not include personal items with no monetary value. Sometimes, you tend to be sentimental, but remember that a will is a legal document and it should only include items with financial value. You should also not include business interests because they can be subjected to estate taxes.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.