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TOP 30 Financial management services in Lakeland, FL
138 results found
Search for local businesses, places and services near you
MIDFLORIDA Credit Union - Lakeland - South Branch
MIDFLORIDA Credit Union - Lakeland - South Branch is a convenient financial institution located at 6040 Florida Avenue South in Lakeland, Florida. As a credit union, they offer a range of financial services including banking, loans, savings accounts, and more. This branch also features an ATM for easy access to cash withdrawals and deposits. Whether you're looking to manage your finances or need assistance with a loan, MIDFLORIDA Credit Union is here to help.
Straight-Line
Straight-Line is a reputable finance, health, and insurance agency located at 1301 Grasslands Boulevard in Lakeland, Florida, United States. With a commitment to providing top-notch services and personalized solutions, Straight-Line is dedicated to helping individuals and businesses achieve their financial and health goals. Whether you are looking for insurance coverage, investment advice, or healthcare options, the experienced professionals at Straight-Line are here to assist you every step of the way. Visit us today to learn more about how we can help secure your future.
Woody Hicks - Raymond James
Woody Hicks - Raymond James is a finance institution located at 1301 Grasslands Boulevard in Lakeland, Florida, United States. With a reputation for excellence in financial services, our team of experienced professionals are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we provide personalized solutions tailored to your unique needs. Trust Woody Hicks - Raymond James for all your financial needs.
Lifetime Tax
Lifetime Tax is a reputable accounting and finance institution located at 710 North Massachusetts Avenue in Lakeland, Florida, United States. With a team of experienced professionals, we specialize in providing expert tax preparation, financial planning, and consulting services to individuals and businesses. Our commitment to excellence and personalized attention to our clients' needs sets us apart. Whether you need help with tax filing, retirement planning, or investment strategies, Lifetime Tax is here to help you navigate the complex world of finance with confidence and peace of mind.
Early Learning Coalition of Polk County
The Early Learning Coalition of Polk County, located in Lakeland, Florida, is dedicated to providing free Child Care Resource and Referral services to families in need of quality and affordable child care options. Their office, located at 115 South Missouri Avenue, Suite 201, is open Monday to Friday from 8am to 5pm EST. If the office is closed, families can call 211 for immediate child care resources. The Coalition offers programs such as School Readiness, VPK, and CCR&R, and provides access to the Family Portal for enrollment. Providers can also manage their profiles and contracts through the provider portals. Stay connected with the Early Learning Coalition and the childcare community to help improve early learning and change children's lives. Apply today to access these valuable resources and support for your family.
Bankers Life
Bankers Life, located at 20 Lake Wire Drive in Lakeland, Florida, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage, and we also offer long-term care planning services to help you prepare for the future. If you're interested in a career in finance or insurance, Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs and flexible schedule can help you achieve financial security and career success. Come achieve more at Bankers Life!
Keith Hargrove - State Farm Insurance Agent
Keith Hargrove - State Farm Insurance Agent is a reputable insurance agency located at 6751 US Highway 98 North in Lakeland, Florida. Situated in the Publix Shopping Center at Lake Gibson, this agency specializes in providing a wide range of insurance services to clients in central, eastern, and western Florida. With over 35 years of experience in the insurance and financial services industry, Keith Hargrove is dedicated to helping clients protect their assets and plan for the future. As an experienced State Farm agent for 19 years, Keith Hargrove is committed to serving the residents of Lakeland and surrounding areas. Fluent in both English and Spanish, the agency offers services ranging from homeowners and auto insurance to life insurance, business insurance, and financial services. Keith Hargrove takes pride in educating clients about the importance of being properly insured, especially during Distracted Driving Awareness month.
Horace Mann Insurance Co
Horace Mann Insurance Co is an insurance agency located at 5600 U.S. 98 in Lakeland, Florida, United States. They offer a wide range of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and comprehensive coverage, Horace Mann Insurance Co is dedicated to helping clients protect what matters most to them. Their team of experienced agents is committed to providing excellent customer service and finding the best insurance solutions for their clients. Whether you are looking for auto, home, life, or other types of insurance, Horace Mann Insurance Co is here to help you secure your future.
Health Plus Advisors
Health Plus Advisors is an independent insurance agency located at 2000 East Edgewood Drive in Lakeland, Florida, United States. We understand that choosing the right insurance coverage can be overwhelming, which is why we are here to help. Our experienced team represents a variety of major insurers and will work closely with you to tailor insurance plans that meet your unique needs. Whether you are looking for Medicare, Individual or Family Health Insurance, or Dental and Vision Insurance, we are dedicated to finding the best options for you. Navigating the world of Medicare can be complex, especially for seniors. Our team is committed to providing exceptional Medicare coverage options from leading insurers, ensuring that seniors have access to the best plans for their needs. We take the time to understand your requirements and guide you towards the right plan with a personalized approach.
Phil Bagwell - State Farm Insurance Agent
fast and easy! Phil Bagwell - State Farm Insurance Agent, located at 6609 North Socrum Loop Road in Lakeland, Florida, is your go-to insurance agency for all your coverage needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, recreational vehicle insurance, life insurance, health insurance, or even pet medical insurance, Phil Bagwell can help customize a plan that fits your specific needs and budget. With a variety of options and discounts available, you can trust Phil Bagwell to provide you with the coverage you need to protect what matters most to you. Contact Phil Bagwell today to get started on finding the right insurance plan for you and your family.
Sarah Firby, Bankers Life Agent
Sarah Firby, Bankers Life Agent is an insurance agency located at 20 Lake Wire Drive in Lakeland, Florida. As a dedicated Bankers Life agent, Sarah Firby provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and integrity, Sarah Firby is committed to helping clients find the right insurance products to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Sarah Firby is here to help you navigate the complexities of insurance and make informed decisions. Visit Sarah Firby, Bankers Life Agent today to learn more about how they can help you secure your financial well-being.
Williams Hess Insurance
Williams Hess Insurance is a leading insurance agency located at 1617 East Gary Road in Lakeland, Florida, United States. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced agents is dedicated to helping clients protect what matters most. Whether you are in need of auto, home, life, or business insurance, we are here to tailor a policy that meets your specific needs and budget. Trust Williams Hess Insurance to provide you with reliable coverage and exceptional customer service. Visit us today to learn more about how we can assist you with all of your insurance needs.
Caz Piurowski - State Farm Insurance Agent
Caz Piurowski - State Farm Insurance Agent is a premier insurance agency located at 1818 Harden Boulevard in Lakeland, Florida, United States. April is Distracted Driving Awareness month, making it the perfect time to review your auto insurance liability coverage with us. Caz Piurowski, along with his wife and children, takes great pride in serving the Lakeland community. As a long-time resident of Central Florida, Caz believes in the quality of life offered in this region. We are a local, family-run small business that serves not only Polk County but also Hillsborough County, Seminole County, Osceola County, and all of Central Florida. Our personalized approach to insurance and financial services ensures exceptional, Good Neighbor service. We actively support local causes and are dedicated to the growth of Lakeland.
Julie Gilileo - State Farm Insurance Agent
Julie Gilileo - State Farm Insurance Agent is an insurance agency located at 2022 East County Road 540A in Lakeland, Florida. Situated in the Shopping Plaza with Eye Specialist of Mid Florida, our team is here to help you navigate the complexities of auto insurance coverage. As a long-time resident of Polk County and a graduate of Warner University, Julie Gilileo and her team are dedicated to providing exceptional support to our customers and colleagues. We understand the importance of planning for unexpected expenses, especially in retirement. Our diverse and loyal team works collaboratively to ensure that your needs are met and expectations exceeded. Whether you are a business owner looking to protect your financial goals or a pet owner seeking insurance coverage, we are here to help.
Tammany McDaniel, Bankers Life Agent
Tammany McDaniel, Bankers Life Agent is a reputable insurance agency located at 20 Lake Wire Drive in Lakeland, Florida, United States. Specializing in life insurance, the agency offers personalized services to help clients protect their loved ones and secure their financial future. With a focus on integrity and customer satisfaction, Tammany McDaniel, Bankers Life Agent is dedicated to providing reliable insurance solutions tailored to meet the individual needs of each client. Trustworthy and experienced, the agency is committed to helping clients make informed decisions about their insurance coverage.
Arnold Thompson - State Farm Insurance Agent
Arnold Thompson - State Farm Insurance Agent is a full-service insurance agency located at 2015 21st Street Northwest, Winter Haven, Florida. With over 16 years of experience in Insurance and Financial Services, Arnold Thompson, a military veteran, is passionate about helping people every day. The office offers a range of insurance products including Auto, Home, Renters, Life, and Business Insurance. Located in the Idywild Plaza off Havendale, the office is committed to excellence and being a "Good Neighbor." The office is multilingual, catering to Spanish and Haitian Creole speakers. They are also pet-friendly, welcoming pets who are willing to share snacks with the staff.
Catherine Nizer, Bankers Life Agent
Catherine Nizer, Bankers Life Agent is a reputable insurance agency located at 20 Lake Wire Drive in Lakeland, Florida, United States. Specializing in providing top-notch insurance solutions, Catherine Nizer offers a wide range of policies to meet the unique needs of individuals and families. With a commitment to excellent customer service and personalized attention, clients can trust Catherine Nizer to provide expert guidance and support in navigating the complexities of insurance. Whether you're looking for life, health, or retirement insurance, Catherine Nizer, Bankers Life Agent is dedicated to helping you secure your financial future.
Presto! ATM at Publix Super Market
Presto! ATM at Publix Super Market is a convenient financial service located at 2300 Griffin Road in Lakeland, Florida. This ATM allows customers to easily access their funds while shopping for groceries at Publix. With its reliable service and easy-to-use interface, customers can quickly withdraw cash or check their account balance. Whether you're in need of cash for your shopping trip or simply need to manage your finances on the go, Presto! ATM at Publix Super Market is there to assist you.
SpeedSERVE LLC
SpeedSERVE LLC is a finance institution located at 5742 Bambi Drive in Lakeland, Florida, United States. We specialize in providing fast and efficient financial services to our clients. Our team of experts is dedicated to helping individuals and businesses with their financial needs, whether it's obtaining a loan, managing investments, or planning for the future. With our convenient location and excellent customer service, SpeedSERVE LLC is the go-to choice for all your financial needs.
Amscot - The Money Superstore
Amscot - The Money Superstore is a finance institution located at 5869 US Highway 98 North in Lakeland, Florida, United States. Offering a wide range of financial services, Amscot is known for its convenient and reliable solutions for all your money needs. From check cashing to money transfers, bill payment services to payday advances, Amscot is your one-stop shop for all things financial. With a friendly and knowledgeable staff ready to assist you, Amscot is dedicated to providing excellent customer service and helping you manage your finances with ease. Visit Amscot - The Money Superstore today and see why they are the go-to destination for all your financial needs.
Amscot - The Money Superstore
Amscot - The Money Superstore is a finance institution located at 3532 Florida Avenue South in Lakeland, Florida, United States. Offering a wide range of financial services, Amscot is a one-stop shop for all your money management needs. Whether you need to cash a check, pay a bill, or get a payday advance, Amscot is here to help. With friendly and knowledgeable staff, convenient hours, and a commitment to customer service, Amscot is the go-to destination for all your financial needs.
Troiano & Roberts
Troiano & Roberts is a reputable institution located at 317 South Tennessee Avenue in Lakeland, Florida, United States. Specializing in providing top-notch financial services, our dedicated team of professionals is committed to helping clients achieve their financial goals. With years of experience and expertise in the industry, we offer a wide range of services including investment management, retirement planning, tax preparation, and estate planning. Our personalized approach ensures that each client receives tailored solutions to meet their individual needs. Trust Troiano & Roberts to guide you towards a secure financial future.
Harris & Helwig PA
Harris & Helwig PA is a reputable law firm located at 6700 Florida Avenue South in Lakeland, Florida. Specializing in various legal matters, their team of experienced lawyers provides expert advice and representation to clients in need of legal assistance. With a commitment to excellence and a track record of successful cases, Harris & Helwig PA is dedicated to serving the community with integrity and professionalism. Whether you are facing a personal injury case, need help with estate planning, or require assistance with business law matters, you can trust Harris & Helwig PA to provide top-notch legal services tailored to your specific needs. Contact them today for a consultation.
Sky Tax & Accounting
Sky Tax & Accounting is a trusted institution located at 5210 US Highway 98 North in Lakeland, Florida. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial management. Whether you need help with tax preparation, bookkeeping, or insurance coverage, Sky Tax & Accounting is here to provide personalized solutions tailored to your specific needs. With a commitment to excellence and a focus on client satisfaction, we strive to be your go-to resource for all your financial needs. Visit us today to learn more about how we can help you achieve your financial goals.
The Heritage Group - Morgan Stanley
The Heritage Group - Morgan Stanley is a renowned finance institution located at 225 East Lemon Street in Lakeland, Florida, United States. With a strong reputation for providing top-notch financial services, The Heritage Group - Morgan Stanley offers a wide range of investment and wealth management solutions to its clients. Whether you are looking to grow your portfolio or plan for your financial future, the experienced team at this institution is dedicated to helping you achieve your goals. With a commitment to excellence and a focus on personalized service, The Heritage Group - Morgan Stanley is the go-to choice for individuals and businesses seeking expert financial guidance.
Chaffin Capital Advisors
Chaffin Capital Advisors is a leading finance institution located at 1525 Florida Avenue South in Lakeland, Florida, United States. With a team of experienced financial experts, Chaffin Capital Advisors offers a wide range of financial services including investment management, financial planning, and wealth management. Whether you are an individual looking to grow your wealth or a business seeking strategic financial advice, Chaffin Capital Advisors provides personalized solutions to help you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.
Allen & Company of Florida, Inc.
Allen & Company of Florida, Inc. is a reputable finance institution located at 1401 Florida Avenue South in Lakeland, Florida, United States. With a strong commitment to providing personalized financial services, Allen & Company has been serving clients for many years. Their team of experienced professionals offer a wide range of financial solutions, including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or plan for the future, Allen & Company of Florida, Inc. is dedicated to helping you achieve your financial goals.
Raymond James
Raymond James is a renowned finance institution located at 3008 Florida Avenue South in Lakeland, Florida, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment and wealth management solutions to its clients. Whether you are looking for financial planning, retirement planning, or investment advice, Raymond James has a team of experienced professionals ready to help you achieve your financial goals. Trust Raymond James to provide you with personalized and expert financial guidance to secure your financial future.
Charles Schwab
Charles Schwab is a renowned finance institution located at 6419 Florida Avenue South in Lakeland, Florida, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply manage your assets more effectively, Charles Schwab is a trusted partner that you can rely on.
Clear Horizon Wealth Advisors, a Ameriprise Private Wealth Practice
Clear Horizon Wealth Advisors is an Ameriprise Private Wealth Practice located at 4927 Southfork Drive in Lakeland, Florida, United States. The institution offers a range of financial services and expertise, including certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate the institution's commitment to providing comprehensive and specialized financial planning services to individuals and businesses. With a focus on asset management, estate planning, retirement planning, and investment strategies, Clear Horizon Wealth Advisors is dedicated to helping clients achieve their financial goals.
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