Financial help in Lake Mary, FL
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Traditions Wealth and Legacy Planning
● ClosedTraditions Wealth and Legacy Planning is a finance institution located at 801 International Parkway in Lake Mary, Florida, United States. Our mission is to help you make financial independence a new family tradition by creating a multi-generational plan for your family wealth. We believe in preserving wealth for the next generation by helping your beneficiaries understand and implement the legacy you pass on to them. Our Founder & President, Lemar Williams, was recognized by the Association of African American Financial Advisors for his excellence in the field. At Traditions Wealth and Legacy Planning, we treat our clients like family and aim to build a trusting relationship so we can anticipate your needs and provide proactive strategies and solutions. We offer comprehensive wealth and legacy planning strategies for you, your family, and future generations. Please consult your legal advisor for specific legal advice. Visit our Resource Center for articles and resources on wealth and legacy planning, retirement planning, estate planning, investing, and more. Contact us at (407) 553-3573 or email info@traditionswealthlegacy.com for more information. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Remember, no offers may be made or accepted from residents of states where our representatives are not properly registered or licensed.
801 International Pkwy Suite 500, Lake Mary, FL 32746, United States -
Deloitte
● ClosedDeloitte is a renowned accounting and finance institution located at 901 International Parkway, Lake Mary, Florida, United States. With a focus on front-office transformation, Deloitte helps businesses gain a competitive advantage in their industry. The institution offers training and mentorship programs to help individuals excel in their careers. Deloitte is proud to employ over 3,000 veterans from the VMSA community, recognizing their unmatched experience and contribution to society. By joining Deloitte's Talent Network, individuals can access career resources and explore job opportunities. With a team of over 80,000 professionals in the United States, Deloitte is dedicated to serving clients and solving their toughest problems. The institution's culture promotes inclusion, collaboration, high performance, and opportunities for personal and professional growth. Deloitte is part of a global network of member firms, each operating independently to provide exceptional services to clients. Visit www.deloitte.com/about to learn more about Deloitte's global presence and services.
901 International Pkwy STE 100, Lake Mary, FL 32746, United States -
Dan Calton, CPA, PA
● ClosedDan Calton, CPA, PA is a reputable accounting and finance institution located at 1540 International Parkway in Lake Mary, Florida. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and audit assistance. Their commitment to providing top-notch service and personalized solutions sets them apart in the industry. Whether you need help with tax compliance or strategic financial planning, Dan Calton, CPA, PA is dedicated to helping you achieve your financial goals.
1540 International Pkwy STE 2000, Lake Mary, FL 32746, United States -
M KERMALI CPA PA
● ClosedM KERMALI CPA PA is a reputable accounting and finance institution located at 922 Williston Park Point in Lake Mary, Florida, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and more. Their dedication to providing high-quality service and personalized solutions sets them apart in the industry. Whether you are an individual or a business looking for financial guidance, M KERMALI CPA PA is committed to helping you achieve your goals.
922 Williston Park Point # 1310, Lake Mary, FL 32746, United States -
Deloitte
● ClosedDeloitte is a leading institution in accounting and finance, located at 1001 Heathrow Park Lane in Lake Mary, Florida, United States. With a focus on front-office transformation, Deloitte helps clients gain a competitive advantage in their industry. The institution offers training and mentorship programs to help individuals succeed in their careers. Deloitte is proud to employ over 3,000 veterans and values the unique experience they bring to the workplace. By joining the Talent Network, individuals can access career resources and explore job opportunities at Deloitte. With a team of over 80,000 professionals in the United States, Deloitte is dedicated to serving clients and solving their toughest problems. The institution's culture is inclusive, collaborative, and focused on high performance, offering employees opportunities to excel in their work. Deloitte is part of a global network of member firms, each operating independently. Learn more about Deloitte and its services at www.deloitte.com/about.
1001 Heathrow Park Ln, Lake Mary, FL 32746, United States -
REAP | Retirement & Estate Advisors & Professionals
● ClosedREAP | Retirement & Estate Advisors & Professionals is a leading finance institution located at 801 International Parkway, Lake Mary, Florida, United States. Our team of experts are true fiduciaries who can help manage your finances for a successful future. We specialize in improving all facets of your life, including estate planning, financial management, income strategies, and taxation. As a multi-disciplinary advisory firm, we are dedicated to helping families and individuals achieve their financial goals. At REAP, we offer a complimentary review of your legal, financial, and tax documents to ensure that your financial affairs are organized and optimized for success. Our goal is to provide you with the peace of mind that comes with financial security, and we strive to deliver outstanding customer service that you will love. We offer a variety of complimentary videos and resources to guide you through your financial journey.
801 International Pkwy Suite 500, Lake Mary, FL 32746, United States -
Silver Obsidian Enterprise
● ClosedSilver Obsidian Enterprise is a leading institution located at 1540 International Parkway in Lake Mary, Florida, United States. Our mission is to assist our clients in setting up and building their new companies. We specialize in helping individuals and businesses achieve financial freedom. Let us guide you on the path to success and help you reach your financial goals.
1540 International Pkwy STE 2000, Lake Mary, FL 32746, United States -
ShariaPortfolio, Inc
● ClosedShariaPortfolio, Inc is a finance institution located at 1331 South International Parkway in Lake Mary, Florida, United States. Specializing in Sharia-compliant investment solutions, they offer a range of financial products and services that adhere to Islamic principles. With a focus on ethical investing and socially responsible practices, ShariaPortfolio, Inc provides clients with opportunities to grow their wealth while staying true to their religious beliefs. Their team of experts is dedicated to helping individuals and businesses achieve their financial goals in a way that aligns with their values.
1331 S International Pkwy STE 2291, Lake Mary, FL 32746, United States -
Svejda & Company, Inc.
● ClosedSvejda & Company, Inc. is a finance institution located at 250 International Parkway in Lake Mary, Florida. Specializing in serving banks, credit unions, and savings and loan associations, Svejda & Company, Inc. offers consulting services to help financial institutions uncover hidden profit enhancement opportunities within their current operations. With over 30 years of experience, the company has completed profit enhancement projects for over 1,000 clients in the US and three foreign countries. Svejda & Company, Inc. has presented over 500 different profit enhancement ideas to help increase income and decrease expenses for financial institutions. Visit their website to learn more about how Svejda & Company, Inc. can assist your institution and read testimonials from satisfied clients who have achieved positive results with their help.
250 International Pkwy # 150, Lake Mary, FL 32746, United States -
CapAcuity
● ClosedCapAcuity is a finance institution located at 300 International Parkway in Lake Mary, Florida, United States. In the ever-changing executive benefit plan marketplace, CapAcuity offers innovative solutions and thought leadership to address the concerns of non-qualified plan sponsors. They focus on improving financial results for sponsors and enhancing retirement outcomes for participants. CapAcuity conducts thorough assessments of plan objectives, benchmarks against industry best practices, and implements improvements in collaboration with plan advisors and service providers. They provide ongoing proactive management and reporting to help sponsors make informed decisions.
300 International Pkwy #350, Lake Mary, FL 32746, United States -
Virji Investments Inc
● ClosedVirji Investments Inc is a leading finance institution located at 1331 International Parkway in Lake Mary, Florida, United States. With a strong reputation for providing expert financial advice and investment strategies, Virji Investments Inc is dedicated to helping its clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Virji Investments Inc is here to help. Trustworthy, reliable, and committed to excellence, Virji Investments Inc is your partner in financial success.
1331 International Pkwy STE 2291, Lake Mary, FL 32746, United States -
The Hidden Wealth Solution
● ClosedThe Hidden Wealth Solution is a finance institution located at 250 International Parkway in Lake Mary, Florida, United States. Specializing in helping Baby Boomers and retirees thrive in retirement, the institution offers a unique holistic and comprehensive planning process called The Hidden Wealth Solution. With a focus on asset optimization, income maximization, and tax elimination, the institution's Wealth Architect Team educates clients on how to optimize their assets and maximize their income for retirement. With over 25 years of experience, the institution's team consists of licensed insurance experts and Certified Mortgage Planning designations to provide expert advice on tax-free insurance planning and real estate. Through educational webinars, radio broadcasts, and a library of resources, clients can learn how to potentially mitigate retirement uncertainty and secure their financial legacy. The institution aims to help clients work towards peace of mind as they prepare for retirement by providing direction, confidence, and capability to potentially make more, keep more, and pass more. Contact The Hidden Wealth Solution today to secure your seat in an educational wealth protection webinar and start planning for a financially secure retirement.
250 International Pkwy Suite 134, Lake Mary, FL 32746, United States -
Raymond James
● OpenRaymond James is a finance institution located at 1325 International Parkway in Lake Mary, Florida, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their experienced team of professionals is dedicated to providing personalized advice and guidance to help clients make informed decisions about their finances. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, Raymond James is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
1325 International Pkwy, Lake Mary, FL 32746, United States -
Wealth Management Solutions, LLC
● ClosedWealth Management Solutions, LLC is a finance institution located at 605 Crescent Executive Court in Lake Mary, Florida, United States. Our team of experienced professionals provides comprehensive wealth management solutions tailored to meet the unique needs and goals of our clients. From investment planning to retirement strategies, we offer a wide range of services to help individuals and families achieve financial success and security. Contact us today to schedule a consultation and start building a brighter financial future.
605 Crescent Executive Ct Suite 112, Lake Mary, FL 32746, United States -
SAGIS Tech Corp
● OpenSAGIS Tech Corp is a leading finance institution located at 488 Sun Lake Circle in Lake Mary, Florida, United States. We specialize in providing innovative financial solutions to our clients, helping them achieve their goals and secure their financial future. Our team of experienced professionals is dedicated to delivering top-notch service and personalized advice to each client. Whether you are looking to invest, save for retirement, or manage your wealth, SAGIS Tech Corp is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.
488 Sun Lake Cir #202, Lake Mary, FL 32746, United States -
FamilyWealth Advisers, LLC
● ClosedFamilyWealth Advisers, LLC is a premier finance institution located at 255 Primera Boulevard in Lake Mary, Florida, United States. Our team of experienced financial advisers is dedicated to helping families achieve their wealth management goals through personalized strategies and expert guidance. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is here to provide comprehensive financial solutions tailored to your specific needs. Trust FamilyWealth Advisers, LLC to help you secure a prosperous future for you and your loved ones.
255 Primera Blvd Suite 160, Lake Mary, FL 32746, United States -
Pro Tax Services Inc
● ClosedPro Tax Services Inc is a reputable accounting and finance institution located at 7025 County Road 46A in Lake Mary, Florida. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Pro Tax Services Inc is dedicated to providing personalized and efficient solutions to meet your financial needs. Trustworthy and reliable, they strive to help their clients achieve their financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and financial needs.
7025 Co Rd 46A #1071, Lake Mary, FL 32746, United States -
Lanier & Company, P.A.
● ClosedLanier & Company, P.A. is a reputable accounting and finance institution located at 300 Colonial Center Parkway in Lake Mary, Florida, United States. The institution, previously known as Howard, Howard and Hodges, has been providing professional services to small businesses since 1961. With expertise in a wide variety of service industries such as healthcare, food service, construction, non-profit organizations, automotive, retail, landscaping, and e-commerce, Lanier & Company specializes in offering accounting, bookkeeping, payroll, and tax services to small business owners. As an active member of PASBA (Professional Association of Small Business Accountants) since 1997, Lanier & Company is able to leverage the collective resources of a nationwide network of CPAs and accountants to provide top-notch service and expertise to their clients. The institution was honored with the title of PASBA's Accounting Firm of the Year in 2015.
300 Colonial Center Pkwy #144, Lake Mary, FL 32746, United States -
Dias Wealth
● ClosedDias Wealth is a finance institution located at 250 International Parkway in Lake Mary, Florida, United States. Specializing in wealth management, tax planning, estate planning, charitable giving, retirement income strategies, and asset protection, Dias Wealth offers personalized financial planning services tailored to each client's individual needs and goals. As fee-only advisors with fiduciary responsibility, the team at Dias Wealth prioritizes the best interests of their clients, providing transparent advice that is focused on preserving principal, maximizing income, and accumulating capital. Led by Carlos Dias Jr., a highly knowledgeable and experienced financial advisor, Dias Wealth is dedicated to helping clients make smart choices to build and protect their wealth. With a range of services including tax planning, estate planning, retirement income strategies, and asset protection, Dias Wealth is committed to helping clients achieve their financial goals and secure their financial future. Contact Dias Wealth today for a complimentary consultation and start your journey towards financial mastery.
250 International Pkwy Suite 134, Lake Mary, FL 32746, United States -
Robo Advisor
● OpenRobo Advisor is a cutting-edge finance and insurance agency located at 255 Primera Boulevard in Lake Mary, Florida, United States. Our institution utilizes advanced technology and algorithms to provide personalized investment advice and insurance recommendations to our clients. With a team of experienced financial experts and insurance professionals, we strive to help individuals and businesses achieve their financial goals and protect their assets. Whether you are looking to grow your wealth through strategic investments or safeguard your future with comprehensive insurance coverage, Robo Advisor is here to provide you with innovative solutions tailored to your unique needs. Visit us today to experience the future of financial planning and insurance services.
255 Primera Blvd Suite 160, Lake Mary, FL 32746, United States -
Virgo Consulting Group LLC
● OpenVirgo Consulting Group LLC is a premier consulting firm located at 255 Primera Boulevard in Lake Mary, Florida, United States. Specializing in providing expert advice and strategic solutions for businesses, our team of professionals is dedicated to helping our clients achieve their goals and maximize their potential. With a focus on innovation, efficiency, and superior service, Virgo Consulting Group LLC is committed to delivering top-notch consulting services tailored to meet the unique needs of each client. Contact us today to learn more about how we can help your business thrive.
255 Primera Blvd #160, Lake Mary, FL 32746, United States -
My Wealth Hub
● OpenMy Wealth Hub is a premier finance institution located at 255 Primera Boulevard in Lake Mary, Florida, United States. We specialize in providing expert financial advice and services to help our clients achieve their wealth management goals. Our team of experienced professionals is dedicated to helping you make informed decisions about your finances and investments. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, My Wealth Hub is here to help you every step of the way. Visit us today to start building a secure financial future.
255 Primera Blvd #160, Lake Mary, FL 32746, United States -
Vivian Howard, EA
● OpenVivian Howard, EA is an accounting and finance institution located at 720 Rodel Cove, Lake Mary, Florida, United States. The Howard, Howard and Hodges team has been providing professional services to small businesses since 1961, with expertise in various industries such as healthcare, food service, construction, non-profit organizations, automotive, retail, landscaping, and e-commerce. They specialize in accounting, bookkeeping, payroll, and tax services for small business owners and have been a member of PASBA (Professional Association of Small Business Accountants) since 1997. The firm was named PASBA’s Accounting Firm of the Year in 2015. They offer free consultations to help clients meet their tax and financial goals, and strive to deliver quality services with efficiency and consistency. The team is dedicated to helping entrepreneurs build their dreams and adapt to rapid changes in technology and needs. They offer a Small Business Accounting Services Package to help business owners focus on their day-to-day activities while they handle accounting, payroll, and tax tasks. The team at Howard, Howard and Hodges is always ready to explore all possibilities to help business owners with their accounting and taxes, including tax savings strategies, tax-deductible expenses, and business consulting services. They also provide updates on accounting, financial planning, tax advisory, and business consultation. Effective November 1, 2023, Lanier and Company has merged with Howard, Howard and Hodges, welcoming their team and clients to the family.
720 Rodel Cove, Lake Mary, FL 32746, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 250 International Parkway in Lake Mary, Florida, is a leading finance institution offering a wide range of wealth management services. With a team of experienced advisors, the institution caters to individuals, families, business owners, executives, and institutions, providing tailored financial strategies to address wealth planning challenges and opportunities. The advisors at Merrill Lynch Wealth Management bring years of combined knowledge and experience to the table, offering guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. They work closely with clients to understand their goals and create customized financial strategies to meet their long-term objectives.
250 International Pkwy, Lake Mary, FL 32746, United States -
Law Offices of Patrick J. Thompson
● ClosedThe Law Offices of Patrick J. Thompson is a legal institution located at 177 North Country Club Road in Lake Mary, Florida. Specializing in Business Litigation, Marine Insurance Law, Maritime Law, Business Torts, Business and Corporate Disputes, Insurance Law, Family Law, and Bankruptcy services, we serve clients in Lake Mary and throughout Central Florida. We understand that hiring an attorney can be a stressful decision, which is why we are committed to working with you to assist with all of your legal matters. Our practice focuses on marine insurance, maritime law, business law and litigation, and debt relief. Conveniently located in Lake Mary, Florida, we are proud to serve the Greater Orlando area. Our goal is to make your legal situation understandable and provide effective solutions and advocacy to protect your legal rights.
177 N Country Club Rd, Lake Mary, FL 32746, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 1025 Greenwood Boulevard in Lake Mary, Florida, United States. As a trusted name in finance, Wells Fargo Advisors offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, they are dedicated to helping clients achieve their financial goals and secure their future. Visit Wells Fargo Advisors today to start planning for a brighter tomorrow.
1025 Greenwood Blvd Suite 179, Lake Mary, FL 32746, United States -
Rutledge Advisory Group Inc
● ClosedRutledge Advisory Group Inc is a reputable finance institution located at 400 International Parkway in Lake Mary, Florida, United States. With a team of experienced financial advisors, Rutledge Advisory Group Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, the institution provides personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, Rutledge Advisory Group Inc is a trusted partner for all your financial needs.
400 International Pkwy #100, Lake Mary, FL 32746, United States -
Jen Ferguson - Raymond James
● OpenJen Ferguson - Raymond James is a finance institution located at 1515 International Parkway in Lake Mary, Florida, United States. Specializing in financial services, Jen Ferguson - Raymond James offers a range of investment options and financial planning solutions to help clients achieve their financial goals. With a team of experienced professionals, this institution provides personalized advice and guidance to help individuals and businesses make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jen Ferguson - Raymond James is dedicated to providing top-quality service and support to help you secure your financial future.
1515 International Pkwy, Lake Mary, FL 32746, United States -
Xexis Private Wealth, LLC
● ClosedXexis Private Wealth, LLC is a finance institution located at 1540 International Parkway in Lake Mary, Florida, United States. Our team of experienced professionals provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we offer comprehensive financial planning, investment management, and retirement planning solutions. Contact us today to learn more about how we can help you secure your financial future.
1540 International Pkwy 2nd Floor, Lake Mary, FL 32746, United States -
Johnson Wealth Management
● ClosedJohnson Wealth Management is a finance institution located at 135 Middle Street, Lake Mary, Florida, United States. CollaborativeWEALTH® is a financial planning and integrated wealth management firm headquartered in Lake Mary, Fla. Our team of professionals possess an in-depth knowledge of financial services, investments, employee benefit plans, insurance, and other tools necessary to help build an effective financial foundation for you, your family, or business. Our mission is to help you discover how your goals, dreams, and financial life are intertwined and inseparable, and then help you take the necessary steps to pursue what is truly important. We deliver this through a commitment to comprehensive financial planning and investment advice, wealth management, personalized client service, and independent asset management. Essential in this process is the guidance of a trusted advisor demonstrating the highest level of integrity and commitment to your success. As a fee-based firm, we offer no proprietary or “house” products allowing us to provide personalized financial advice tailored to your particular situation. Investment advisory and financial planning services offered through CollaborativeWEALTH® – An SEC Registered Investment Advisor. Securities offered through LPL Financial – Member FINRA/SIPC and separate business entity to CollaborativeWEALTH®. CollaborativeWEALTH® advisors are registered representatives with LPL Financial and may only transact securities business in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MN, MS, NC, NJ, NY, OH, SC, TN, TX, VA, VT, WA, WV.
135 Middle St, Lake Mary, FL 32746, United States
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