401k administration in Lakeland, Florida

CPS Investment Advisors is a full-service and independent financial advisory firm located at 205 East Orange Street in Lakeland, Florida. Founded by CPAs with a passion for planning, CPS has been providing prudent and holistic financial plans for over 45 years. As a fiduciary, the firm always puts clients' best interests first, with access to all investment vehicles including publicly traded stocks. With no commission biases or limited family of funds, CPS serves as your personal CFO, offering partner and planner services for your entire financial life. Take a holistic approach to achieving financial independence by filling out a financial questionnaire for a free 60 minute consultation to start planning for a more prosperous future.

Kevin McWilliams is a Financial Advisor at Ameriprise Financial Services, LLC located at 4927 Southfork Drive in Lakeland, Florida, United States. Kevin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, and investment strategies. Kevin is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and ongoing education, Kevin McWilliams is committed to helping clients achieve their financial goals.