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TOP 30 Wealth advisory services in Lake Mary, FL
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Foundational Wealth Planners
Foundational Wealth Planners is a finance institution located at 952 International Parkway, Lake Mary, Florida, United States. Specializing in Financial Planning, Insurance, and Investment Advisory Services, we offer targeted strategies designed with your individual goals in mind. Our holistic approach is carefully and thoughtfully executed, building and maintaining close relationships with our clients founded on trust, respect, and integrity. As Financial Planners, we plan for tomorrow today, providing a clear picture of where you stand today, a vision of where you're going, and the strategy to help you get there. With periodic reviews, we ensure progress toward our clients' specific goals and objectives, offering solutions to financial challenges no matter what stage of life you are in.
Traditions Wealth and Legacy Planning
Traditions 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.
Merrill Lynch Wealth Management
Merrill 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.
Johnson Wealth Management
Johnson 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.
Wisdom Consulting, Inc.
Wisdom Consulting, Inc. is a leading finance institution located at 1150 Greenwood Boulevard in Lake Mary, Florida, United States. With a strong focus on providing expert financial advice and solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Wisdom Consulting, Inc. is committed to providing personalized services tailored to your individual needs. Contact us today to learn more about how we can help you navigate the complexities of the financial world.
CAPTRUST
CAPTRUST is a leading financial institution located at 100 Colonial Center Parkway in Lake Mary, Florida, United States. Specializing in wealth management, investment advisory services, and retirement planning, CAPTRUST is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, CAPTRUST is a trusted partner for individuals and businesses seeking expert financial guidance.
Robie Stafford - Regions Financial Advisor
Robie Stafford - Regions Financial Advisor, located at 4094 West Lake Mary Boulevard in Lake Mary, Florida, is your trusted partner for all your financial needs. As a Financial Advisor with Regions Investment Solutions, Robie Stafford is dedicated to helping you not only with your immediate financial concerns, but also in creating a comprehensive strategy to achieve your long-term financial goals. Regions Wealth Management, a business unit of Regions Bank, offers trust and investment management services, with investment advisory services provided by Regions Investment Management, Inc. (RIM). RIM is a Registered Investment Adviser and a wholly owned subsidiary of Regions Bank, which is in turn a wholly owned subsidiary of Regions Financial Corporation.
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