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TOP 30 Financial planning resources in Lakeland, FL
7 results found
Search for local businesses, places and services near you
SCORE
SCORE, located at 100 South Kentucky Avenue in Lakeland, Florida, is a finance institution that offers free business advice, training, and resources to help individuals start or grow their small businesses. With a focus on inclusivity, SCORE provides personalized support to entrepreneurs from diverse backgrounds. Since 1964, SCORE has assisted over 11 million small business owners and entrepreneurs. Whether you need mentoring, resources, or expert advice, SCORE is here to help you on your journey to success. This institution is funded in part by the U.S. Small Business Administration, but all opinions and recommendations are those of the author(s) and not necessarily reflect the views of the SBA.
Florida Polytechnic Admissions Center
The Florida Polytechnic Admissions Center, located at 4700 Research Way in Lakeland, Florida, is a secondary school dedicated to fostering a dynamic campus culture focused on hands-on learning, innovative thinking, and collaborative problem-solving. The institution offers a project-based curriculum that provides students with real-world experience through industry internships and senior capstone projects. At Florida Poly, professors are not only experts in their fields but also serve as dedicated mentors and collaborators, guiding students towards success in high-tech industries. Every student is required to complete an internship before graduation, ensuring that they enter the workforce with valuable professional experience.
Family Choice Taxes & Insurance
Family Choice Taxes & Insurance is a premier accounting, finance, and insurance agency located at 5151 US Highway 98 North in Lakeland, Florida, United States. Specializing in tax preparation and financial services for Florida residents, we believe in the value of building strong relationships with our clients. Our dedicated team provides personalized attention and expert guidance in areas such as income tax preparation, IRS and state audit representation, payroll reporting, QuickBooks® support, business startup services, monthly bookkeeping, and financial statement preparation. With years of advanced training, technical expertise, and financial acumen, our professionals are committed to excellence and staying up-to-date on the latest industry trends. Whether you are a business owner or an individual, we offer a full range of accounting services tailored to your specific needs. From IRS audit strategies to business consulting and financial planning, Family Choice Taxes & Insurance is here to help you achieve your financial goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 100 South Kentucky Avenue in Lakeland, Florida, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, they provide personalized wealth planning strategies tailored to each client's unique goals and needs. From retirement planning to estate planning, investment advice to risk management, the advisors at Merrill Lynch are dedicated to helping clients achieve their financial objectives. The institution also emphasizes community involvement and charitable outreach, supporting local organizations and initiatives. With access to industry-leading resources and technology, Merrill Lynch Wealth Management is committed to putting clients first and helping them navigate the complexities of the financial world. Whether you are just starting out or looking to expand your financial portfolio, Merrill Lynch can provide the guidance and expertise you need to succeed.
Infinite Retirement Solutions
Infinite Retirement Solutions, located at 122 East Main Street in Lakeland, Florida, is dedicated to helping individuals navigate the complexities of retirement planning. Our experienced team understands the challenges that come with preparing for retirement and is here to guide you every step of the way. We believe in creating personalized retirement plans that align with your unique goals and vision for the future. Whether you are concerned about healthcare costs, estate planning, life insurance, or long-term care, we have the expertise to help you make informed decisions that will safeguard your financial well-being.
StewardshipGuide
StewardshipGuide is a trusted institution located at 525 West Beacon Road in Lakeland, Florida, United States. We provide expert guidance and resources to help individuals and organizations effectively manage their resources and make informed decisions about financial planning, investments, and charitable giving. Our team of experienced professionals is dedicated to promoting responsible stewardship and helping our clients achieve their financial goals. Visit us today to learn how we can assist you in navigating the complexities of financial management and planning for a secure future.
Accounting & Tax Associates Inc
Accounting & Tax Associates Inc is a reputable institution located at 930 Marcum Road in Lakeland, Florida, United States. Specializing in accounting and finance services, they provide expert advice and support to individuals and businesses in managing their financial affairs. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, payroll management, and financial planning. Whether you need help with filing taxes or creating a budget, Accounting & Tax Associates Inc is committed to providing personalized solutions to meet your needs. Trustworthy, reliable, and dedicated, they are your go-to resource for all your accounting and financial needs.
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