The Best Wealth management companies in Lithia, Florida

Melissa Snively - State Farm Insurance Agent is an insurance agency located at 16209 Fishhawk Boulevard in Lithia, Florida. Adjacent to Starbucks and next to FishHawk Family Dental, our team is dedicated to helping customers with their insurance and financial services needs. We offer tips on credit card, debit card, and ATM security, as well as estate planning checklists and DIY auto maintenance tips to combat rising repair costs. Our mission is to help people manage risks, recover from the unexpected, and realize their dreams. For more information, please call (813) 662-3622. Securities are distributed by State Farm VP Management Corp. and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. Rocket Mortgage, LLC is a separate entity from State Farm. Please consult a tax or legal advisor for personalized advice.

Joe Spooner - Raymond James is a reputable financial institution located at 1101 Lithia Pinecrest Road in Brandon, Florida. Specializing in finance, they offer a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized advice and guidance to assist clients in making informed decisions about their investments. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Joe Spooner - Raymond James is dedicated to helping you secure your financial future.