Personal financial services in Lake Wales, FL
30 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Family Financial Services
● ClosedFamily Financial Services is a trusted finance and insurance agency located at 122 East Tillman Avenue in Lake Wales, Florida. Our dedicated team of professionals is committed to helping families navigate their financial goals and secure their future. Whether you are looking to invest, save for retirement, or protect your assets with insurance, we are here to provide personalized solutions tailored to your unique needs. Visit us today to start planning for a more secure financial future for you and your loved ones.
122 E Tillman Ave, Lake Wales, FL 33853, United States -
Howell & Thornhill - Lake Wales
● OpenHowell & Thornhill in Lake Wales, Florida, is a reputable law firm specializing in personal injury cases. Located at 2 South 1st Street, Suite 211, our experienced lawyers are dedicated to helping accident victims seek justice and compensation for their injuries. Whether you were hurt in a car accident, slip-and-fall incident, or by a defective product, our team will work tirelessly to hold the responsible parties accountable. We understand the physical, emotional, and financial toll that injuries can take, and we are here to guide you through the legal process. From investigating the cause of your accident to calculating the value of your claim, we will ensure that you receive the maximum compensation you deserve. Contact us today for a consultation and let us fight for your rights.
2 S 1st St Suite 211, Lake Wales, FL 33853, United States -
Edward Jones - Financial Advisor: Vanessa A Colburn
● ClosedEdward Jones - Financial Advisor: Vanessa A Colburn is a trusted financial institution located at 2800 Ridge Way in Lake Wales, Florida, United States. As a dedicated financial advisor, Vanessa A Colburn provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Vanessa A Colburn is committed to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Vanessa A Colburn is here to help you every step of the way.
2800 Ridge Way Suite C, Lake Wales, FL 33859, United States -
Edward Jones - Financial Advisor: Casey Floyd
● OpenEdward Jones - Financial Advisor: Casey Floyd is a trusted financial institution located at 2800 Ridge Way in Lake Wales, Florida. As a dedicated financial advisor, Casey Floyd provides personalized investment advice and financial planning services to help clients achieve their long-term financial goals. With a focus on building lasting relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Casey Floyd is committed to helping individuals and families secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
2800 Ridge Way Suite C, Lake Wales, FL 33859, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 100 East Stuart Avenue in Lake Wales, Florida, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner in financial planning.
100 E Stuart Ave, Lake Wales, FL 33853, United States -
Edward Jones - Financial Advisor: Michele E Ouellette, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Michele E Ouellette, CFP®|AAMS™ is a reputable financial institution located at 20 South Scenic Highway in Lake Wales, Florida, United States. Specializing in financial planning and investment management, Michele E Ouellette, a Certified Financial Planner and Accredited Asset Management Specialist, provides personalized and comprehensive financial services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michele E Ouellette, CFP®|AAMS™ is dedicated to helping individuals and families secure their financial future.
20 S Scenic Hwy, Lake Wales, FL 33853, United States -
Angel A Taxes Services
● ClosedAngel A Taxes Services is a reputable accounting and finance institution located at 230 East Stuart Avenue in Lake Wales, Florida, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Their expertise in tax preparation, bookkeeping, and financial planning ensures that clients receive accurate and reliable assistance with their financial needs. Whether you are looking for help with tax filing or need assistance with managing your finances, Angel A Taxes Services is dedicated to providing top-notch service and personalized solutions to help you achieve your financial goals.
230 E Stuart Ave, Lake Wales, FL 33853, United States -
First Combined Tax Services
● ClosedFirst Combined Tax Services is a professional accounting and finance institution located at 228 South 1st Street in Lake Wales, Florida, United States. With a team of experienced experts, we provide a wide range of tax services to individuals and businesses, helping them navigate the complexities of the tax system and maximize their financial success. Whether you need assistance with tax preparation, planning, or consulting, our dedicated staff is here to provide personalized solutions tailored to your specific needs. Trust First Combined Tax Services to handle all your accounting and finance needs with precision and expertise.
228 S 1st St, Lake Wales, FL 33853, United States -
JK TAX and Bookkeeping Services
● OpenJK TAX and Bookkeeping Services is a reputable accounting and finance institution located at 1 West Central Avenue in Lake Wales, Florida, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, payroll processing, and financial consulting. Whether you are a small business owner or an individual in need of financial assistance, JK TAX and Bookkeeping Services is dedicated to providing personalized and reliable solutions to meet your specific needs. Trustworthy and efficient, they strive to help their clients achieve financial success and peace of mind.
1 W Central Ave #103, Lake Wales, FL 33853, United States -
Della Gonzalez Tax Service
● ClosedDella Gonzalez Tax Service is a reputable accounting and finance institution located at 3889 Fast Trot Trail in Lake Wales, Florida, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses, ensuring accurate and timely financial management. Our commitment to excellence and customer satisfaction sets us apart as a trusted partner in navigating the complexities of tax regulations and financial planning. Visit us today to experience personalized and reliable service for all your accounting needs.
3889 Fast Trot Trail, Lake Wales, FL 33898, United States -
OneMain Financial
● ClosedOneMain Financial is a finance institution located at 24065 US Highway 27 in Lake Wales, Florida, United States. They offer a variety of financial services including personal loans, debt consolidation, and credit insurance. With a focus on helping individuals achieve their financial goals, OneMain Financial provides personalized solutions and flexible repayment options. Their team of experienced professionals is dedicated to providing excellent customer service and guiding clients towards financial success.
24065 US Hwy 27 Ste 20, Lake Wales, FL 33859, United States -
Citizens Financial Group LLC
● ClosedCitizens Financial Group LLC is a reputable bank and financial institution located at 23725 US Highway 27 in Lake Wales, Florida, United States. They offer a wide range of financial services to individuals, businesses, and organizations, including personal and business banking, loans, mortgages, investment services, and more. With a focus on customer satisfaction and financial expertise, Citizens Financial Group LLC is a trusted partner for all your banking and financial needs.
23725 US Hwy 27, Lake Wales, FL 33859, United States -
MIDFLORIDA Credit Union - Lake Wales Branch
● ClosedMIDFLORIDA Credit Union - Lake Wales Branch is a financial institution located at 237 State Road 60 in Lake Wales, Florida, United States. As a branch of the MIDFLORIDA Credit Union, it offers a variety of financial services including ATM access for convenient banking transactions. Customers can expect friendly and knowledgeable staff to assist with their financial needs.
237 State Rd 60, Lake Wales, FL 33853, United States -
Mike Pearce - State Farm Insurance Agent
● ClosedMike Pearce - State Farm Insurance Agent is a trusted insurance agency located at 132 West Central Avenue in Lake Wales, Florida, United States. Mike Pearce offers a wide range of insurance options to help protect what's important to you, whether it's your family, belongings, or finances. With customizable coverage plans, safe driving rewards, bundling options, and discounts, Mike Pearce can help create a solution that suits your needs. Whether you're looking for auto insurance, recreational vehicle insurance, homeowners insurance, renters insurance, or business insurance, Mike Pearce can provide you with the right coverage. State Farm is the largest auto insurance provider in the U.S., offering a variety of options to fit your specific needs. Additionally, State Farm offers life insurance policies to help secure the future of your family, as well as health insurance plans to adjust to changes in your life.
132 W Central Ave, Lake Wales, FL 33853, United States -
Thompson Wealth Advocates
● OpenThompson Wealth Advocates is a respected law firm located at 137 State Road 60 in Lake Wales, Florida, United States. Specializing in wealth management and estate planning, our team of experienced lawyers provides personalized legal services to help clients protect and grow their assets. With a commitment to excellence and a focus on achieving favorable outcomes for our clients, Thompson Wealth Advocates is dedicated to helping individuals and families secure their financial future. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
137 State Rd 60, Lake Wales, FL 33853, United States -
Violeta B Salud & Associates
● ClosedVioleta B Salud & Associates is a reputable finance institution located at 1 West Central Avenue in Lake Wales, Florida, United States. Our experienced team of financial experts is dedicated to providing top-notch services to our clients, including financial planning, investment advice, and wealth management. With a focus on personalized solutions and excellent customer service, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.
1 W Central Ave #103, Lake Wales, FL 33853, United States -
On Point Wealth Management
● ClosedOn Point Wealth Management is a premier financial institution located at 29 State Road 60 in Lake Wales, Florida, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. From retirement planning to investment strategies, we offer personalized solutions tailored to meet each client's unique needs. With a commitment to excellence and a focus on client satisfaction, On Point Wealth Management is the trusted choice for individuals seeking expert financial guidance.
29 E State Rd 60, Lake Wales, FL 33853, United States -
Retirement Solutions, LLC
● ClosedRetirement Solutions, LLC is a finance institution located at 930 State Road 60, Lake Wales, Florida, United States. Founded by Todd Pooley, a third generation Floridian, Retirement Solutions has been providing financial services since 2002. Todd, a licensed Independent Financial Advisor, incorporated the company with the mission of keeping your Retirement Savings SAFE. With his wife Rachel by his side as the Marketing and Office Manager, and their son Rhett joining the business in 2019, Retirement Solutions is a family-run establishment dedicated to helping clients secure their financial future. With a team that includes experienced professionals like Todd, Rachel, and Rhett, Retirement Solutions is committed to providing personalized retirement solutions tailored to each client's needs. Whether you are planning for retirement or looking to grow your wealth, Retirement Solutions is here to help you achieve your financial goals.
930 State Rd 60, Lake Wales, FL 33853, United States -
Kimbrough & Associates Resource
● OpenKimbrough & Associates Resource is a finance institution located at 24 West Orange Avenue in Lake Wales, Florida, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth preservation strategies. With a commitment to personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn more about how we can assist you in managing your finances effectively.
24 W Orange Ave, Lake Wales, FL 33853, United States -
Kohl & Company, Certified Public Accountants
● ClosedKohl & Company, Certified Public Accountants is a reputable accounting firm located at 29 State Road 60 in Lake Wales, Florida, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to accuracy and integrity, we strive to help our clients achieve their financial goals and navigate the complexities of tax laws and regulations. Trust Kohl & Company for all your accounting needs.
29 State Rd 60, Lake Wales, FL 33853, United States -
Bunting Tripp & Ingley LLP
● ClosedBunting Tripp & Ingley LLP is a diversified public accounting firm located in Lake Wales, Florida, serving clients along "the Ridge" of Central Florida for over 90 years. Our team of thirty-two professionals, including five partners and seventeen accountants, provide comprehensive tax, accounting, audit, and financial management services. We also have a branch office in the Tampa metropolitan area, offering the same personalized and timely service. Our tax specialists are proactive in minimizing taxes and maximizing profits for our clients. We provide accounting and assurance services tailored to the unique challenges of each industry we serve. Additionally, we offer bookkeeping and office management services for small businesses and individuals.
230 E Tillman Ave, Lake Wales, FL 33853, United States -
The Floyd Investment Group
● ClosedThe Floyd Investment Group is a finance institution located at 1901 State Road 60 in Lake Wales, Florida, United States. We specialize in providing expert financial advice and investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping you navigate the complexities of the financial world and make informed decisions about your money. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Floyd Investment Group is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial goals.
1901 State Rd 60 Suite A, Lake Wales, FL 33853, United States -
Hurst Michelle
● OpenHurst Michelle is a reputable insurance agency located at 230 East Tillman Avenue in Lake Wales, Florida, United States. With a strong commitment to providing top-notch insurance services, Hurst Michelle offers a wide range of insurance products to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping customers find the right insurance coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, Hurst Michelle is your trusted partner for all your insurance needs. Contact them today for personalized service and peace of mind.
230 E Tillman Ave, Lake Wales, FL 33853, United States -
Central Florida Reverse - Empowered by NEXA Mortgage
● ClosedCentral Florida Reverse - Empowered by NEXA Mortgage is a leading financial institution located at 200 East Tillman Avenue in Lake Wales, Florida. Specializing in reverse mortgages, our team of experts is dedicated to helping individuals achieve financial security and peace of mind in their retirement years. With a commitment to personalized service and a wealth of industry knowledge, we strive to empower our clients to make informed decisions about their financial future. Contact us today to learn more about how we can help you unlock the equity in your home and secure your financial well-being for the years to come.
200 E Tillman Ave, Lake Wales, FL 33853, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 24174 US Highway 27 in Lake Wales, Florida, United States. With a team of experienced professionals, H&R Block offers a range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to helping you achieve your financial goals. Visit us today to see how we can help you manage your finances effectively.
24174 US Hwy 27, Lake Wales, FL 33859, United States -
Advance America
● ClosedAdvance America is a reputable financial institution located at 2038 Sam Walton Way in Lake Wales, Florida, United States. As a trusted provider of financial services, Advance America offers a wide range of options including payday loans, installment loans, and title loans to help individuals meet their financial needs. With a commitment to excellent customer service and transparent lending practices, Advance America is dedicated to helping customers navigate their financial challenges with ease and confidence. Visit us today to learn more about our services and how we can assist you with your financial needs.
2038 Sam Walton Wy, Lake Wales, FL 33898, United States -
SouthState Bank
● ClosedSouthState Bank is a trusted financial institution located at 300 West Central Avenue in Lake Wales, Florida. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Whether you're looking for personal or business banking solutions, our experienced team is here to help you achieve your financial goals. Visit us today to experience the SouthState Bank difference.
300 W Central Ave, Lake Wales, FL 33853, United States -
Amscot - The Money Superstore
● OpenAmscot - The Money Superstore is a finance institution located on State Road 60 in Lake Wales, Florida, United States. Offering a range of financial services, Amscot is a one-stop shop for all your money needs. From check cashing to money transfers, bill payments to prepaid debit cards, Amscot is dedicated to providing convenient and reliable financial solutions to its customers. With friendly staff and a commitment to customer satisfaction, Amscot is your go-to destination for all things money-related. Visit us today and experience the convenience of Amscot - The Money Superstore.
2004 Hesperides Road, State Rd 60, Lake Wales, FL 33898, United States -
Dr. Maury L. Fisher, MD
● ClosedWelcome to Dr. Maury L. Fisher, MD, where your health and well-being are our top priorities. Conveniently located at 146 Avenue B NW, Winter Haven, FL, our practice is dedicated to providing exceptional medical care with a focus on joint and spine health. We pride ourselves on our integrated approach, ensuring that each patient receives personalized treatment tailored to their unique needs. Our team of award-winning physicians is committed to excellence in patient care, as reflected in the numerous accolades we've received. We invite you to explore our website and click on the award images to learn more about our achievements.
146 Avenue B NW, Winter Haven, FL 33881, United States -
First Choice Screening And Laboratories LLC
● ClosedWelcome to First Choice Screening And Laboratories LLC, your trusted partner in finance and health services located in the heart of Lake Wales, Florida. Situated at 343 W Central Ave STE 101, our facility is dedicated to providing top-tier screening and laboratory services designed to meet the diverse needs of our community. At First Choice Screening And Laboratories LLC, we understand the critical role that accurate health screenings and financial insights play in making informed decisions, whether for personal health management or business planning. Our team of experienced professionals is committed to delivering reliable and efficient services, ensuring that you have the information you need at your fingertips.
343 W Central Ave STE 101, Lake Wales, FL 33853, United States
List of local businesses, places and services in Florida
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos