Best Financial Advisors in Polk County, FL

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List of Firms

Polk County, FL Fiduciary Financial Advisors

SEC File# 801-35294
CRD# 104914
5 out of 5
Location 205 E Orange St #310, Lakeland, FL 33801, USA
Phone (863) 688-1725
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-61330
CRD# 118668
5 out of 5
Location 464 W Pipkin Rd, Lakeland, FL 33813, USA
Phone (863) 904-4760
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-81079
CRD# 174386
5 out of 5
Location 124 Florida Ave S 4th floor, Lakeland, FL 33801, USA
Phone (863) 904-4745
Directions
SEC File# 801-71543
CRD# 140599
Location 65 Lake Morton Dr, Lakeland, FL 33801, USA
Phone (863) 940-2820
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Partners Financial Group
Location 1074 Florida Ave S #103, Lakeland, FL 33803, USA
Phone (863) 688-5800
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Wealth Solutions of Central Florida
Location 4949 Southfork Dr, Lakeland, FL 33813, USA
Phone (863) 647-3562
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Ameriprise Financial
Location 1910 Lakeland Hills Blvd, Lakeland, FL 33805, USA
Phone (800) 297-4575
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Morgan Stanley Financial Advisors
Location 225 E Lemon St #1st, Lakeland, FL 33801, USA
Phone (863) 687-6211
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Johnson Stivender Wealth Advisors
Location 402 S Kentucky Ave #125, Lakeland, FL 33801, USA
Phone (863) 683-2736
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Brian Heipp - Thrivent
Location 2132 Hoof Print Ln, Lakeland, FL 33811, USA
Phone (863) 712-5705
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Chaffin Capital Advisors
Location 1525 Florida Ave S Ste 2, Lakeland, FL 33803, USA
Phone (863) 688-2400
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Morgan Stanley Financial Advisors
Location 250 3rd St NW Suite 100, Winter Haven, FL 33881, USA
Phone (863) 401-9449
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Edward Jones - Financial Advisor: Laura Lear, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 140 Fitzgerald Rd Ste 3, Lakeland, FL 33813, USA
Phone (863) 688-3440
Directions
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Edward Jones - Financial Advisor: Greg West
SEC File# 801-3297
CRD# 250
5 out of 5
Location 5133 US Hwy 98 N, Lakeland, FL 33809, USA
Phone (863) 815-3429
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Edward Jones - Financial Advisor: Matthew E Lausell, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 7371 US Hwy 98 N, Lakeland, FL 33809, USA
Phone (863) 853-3298
Directions
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Edward Jones - Financial Advisor: Shane K Nelson, CFP®|AAMS™
Location 1490 N Wilson Ave, Bartow, FL 33830, USA
Phone (863) 533-6606
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LPF Financial Advisors
Location 1102 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 687-0502
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Merrill Lynch Wealth Management Advisor David House
Location 100 S Kentucky Ave Suite 100, Lakeland, FL 33801, USA
Phone (863) 680-5428
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Barrow & Powers Financial Services, Inc.
5 out of 5
Location 256 N Kentucky Ave, Lakeland, FL 33801, USA
Phone (863) 802-0333
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Northwestern Mutual Financial
Location 6700 Florida Ave S STE 36, Lakeland, FL 33813, USA
Phone (863) 646-9634
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Edward Jones - Financial Advisor: Gary L Willis
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2216 E County Rd 540A, Lakeland, FL 33813, USA
Phone (863) 644-6986
Directions
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Rowland Financial Services
Location Lakeland, FL 33813, USA
Phone (863) 646-5155
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Mark Sutton - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1910 Lakeland Hills Blvd, Lakeland, FL 33805, USA
Phone (863) 688-6863
Directions
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Cultivate Wealth Management
5 out of 5
Location 204 E Pine St, Lakeland, FL 33801, USA
Phone (863) 686-6600
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Bruce Parmenter - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 4927 Southfork Dr Ste A, Lakeland, FL 33813, USA
Phone (734) 284-3700
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Burks Financial Group
Location 101 W Main St Suite 133, Lakeland, FL 33815, USA
Phone (863) 500-9018
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Edward Jones - Financial Advisor: Robert L Clark
SEC File# 801-3297
CRD# 250
Location 1904 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 688-4417
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Florida Fiduciary Wealth Management
5 out of 5
Location 1014 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 688-0900
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Raymond James
Location 3008 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 683-2736
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1312 Financial Education & Consulting
5 out of 5
Location 439 Florida Ave S #1a, Lakeland, FL 33801, USA
Phone (863) 288-0071
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Pm Paul D.J. Morgis, Certified Financial Planner
SEC File# 801-60628
CRD# 116021
1 out of 5
Location 200 Lake Morton Dr, Lakeland, FL 33801, USA
Phone (863) 603-7081
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Edward Jones - Financial Advisor: Grayson H O'Cain
SEC File# 801-3297
CRD# 250
Location 2216 E County Rd 540A, Lakeland, FL 33813, USA
Phone (863) 644-6986
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The Johnson Tamney Group - Morgan Stanley
Location 225 E Lemon St #1st, Lakeland, FL 33801, USA
Phone (863) 687-6211
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Edward Jones - Financial Advisor: Michael J Plunkett, CFP®|AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 625 Commerce Dr Suite 305, Lakeland, FL 33813, USA
Phone (863) 701-8664
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The Heritage Group - Morgan Stanley
Location 225 E Lemon St #1st, Lakeland, FL 33801, USA
Phone (863) 499-1533
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Florida Fiduciary Financial
Location 1014 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 688-0900
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Edward Jones - Financial Advisor: Cris Allen
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1904 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 688-4417
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Paul Quinn Financial
Location 6751 Krenson Oaks Cir, Lakeland, FL 33810, USA
Phone (863) 272-1663
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Allied Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1910 Lakeland Hills Blvd, Lakeland, FL 33805, USA
Phone (863) 688-6863
Directions
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Clear Horizon Wealth Advisors, a Ameriprise Private Wealth Practice
Location 4927 Southfork Dr Suite A, Lakeland, FL 33813, USA
Phone (863) 588-1522
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Pennsylvania Financial Group
Location 1426 Newport Ave, Lakeland, FL 33803, USA
Phone (863) 688-5800
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Black James I & Co
3 out of 5
Location 311 Florida Ave S, Lakeland, FL 33801, USA
Phone (863) 686-4163
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Steven F Taylor - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1910 Lakeland Hills Blvd, Lakeland, FL 33805, USA
Phone (863) 688-6863
Directions
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RightPlan Financial
5 out of 5
Location 212 E Pine St #101, Lakeland, FL 33801, USA
Phone (863) 455-9034
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Edward Jones - Financial Advisor: Matt Bishop
SEC File# 801-3297
CRD# 250
Location 101 W Main St Suite 123, Lakeland, FL 33815, USA
Phone (863) 686-4942
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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EGL Financial
Location 2212 Florida Ave S Suite #2, Lakeland, FL 33803, USA
Phone (863) 688-0300
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Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 1859 Grand Bay Cir #103, Lakeland, FL 33810, USA
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Price Financial Group Inc
Location 124 Florida Ave S, Lakeland, FL 33801, USA
Phone (863) 683-2590
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Brad Dantzler - Raymond James
5 out of 5
Location 141 5th St NW, Winter Haven, FL 33881, USA
Phone (863) 298-9569
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Edward Jones - Financial Advisor: Ryan C Conley
SEC File# 801-3297
CRD# 250
5 out of 5
Location 150 3rd St SW Suite 100, Winter Haven, FL 33880, USA
Phone (863) 293-5912
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Pro Income Advisors
Location 202 Lake Miriam Dr # E5, Lakeland, FL 33813, USA
Phone (800) 978-1511
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Principal Financial Group
4 out of 5
Location 140 Fitzgerald Rd #2, Lakeland, FL 33813, USA
Phone (863) 701-7402
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Steven L Petersen - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 1910 Lakeland Hills Blvd, Lakeland, FL 33805, USA
Phone (863) 688-6863
Directions
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Edward Jones - Financial Advisor: Alberto Bonfil, AAMS™
SEC File# 801-3297
CRD# 250
Location 500 Florida Ave S Suite 430, Lakeland, FL 33801, USA
Phone (863) 688-4411
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Hurlburt Financial
Location 5125 S Lakeland Dr Suite 3, Lakeland, FL 33813, USA
Phone (863) 701-9717
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Raymond James Financial Services
Location 402 S Kentucky Ave #125, Lakeland, FL 33801, USA
Phone (863) 683-2736
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Diversified Financial Partners
Location 306 E Main St STE 200, Lakeland, FL 33801, USA
Phone (863) 688-4441
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Rodriguez Wealth Management, Inc.
Location 332 S Indiana Ave, Lakeland, FL 33801, USA
Phone (863) 937-9751
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Allen & Company of Florida, Inc.
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 1401 Florida Ave S, Lakeland, FL 33803, USA
Phone (863) 688-9000
Directions
Financial Advisors in Polk County, FL

Where Certified Financial Advisors in Polk County, FL Serve

Polk County, located in central Florida, is a vibrant and dynamic county that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Bok Tower Gardens to the historic Polk Theatre, the county is home to a variety of attractions that draw visitors from all over the world. The county is also home to several top employers, including Publix Super Markets, Lakeland Regional Health, and GEICO. Major highways and streets in the county include Interstate 4, US Highway 27, and State Road 60, providing easy access to neighboring counties and cities. Polk County is divided into several neighborhoods, including Lakeland, Winter Haven, and Haines City, each with its own unique character and charm. Whether you're looking for a bustling city or a peaceful retreat, Polk County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Polk County, FL can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by providing guidance on retirement planning. Polk County has a large population of retirees, and a financial advisor can assist them in creating a retirement plan that meets their unique needs and goals. Additionally, with many residents employed in the agriculture industry, a financial advisor can help them navigate the cyclical nature of the industry and plan for financial stability during times of economic downturn. Overall, a financial advisor can provide valuable insight and expertise to help residents of Polk County achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Polk County, FL can benefit greatly from the assistance of an insurance broker. With the county's diverse population and unique blend of urban and rural areas, navigating the insurance market can be a daunting task. An insurance broker can help residents find the right coverage for their specific needs, whether it's home, auto, or health insurance. In addition, with the county's susceptibility to severe weather events such as hurricanes and flooding, an insurance broker can provide valuable guidance on how to protect one's assets and ensure adequate coverage in the event of a disaster. Overall, an insurance broker can provide peace of mind to residents of Polk County, FL by helping them navigate the complex world of insurance and find the best coverage for their individual needs.

Retirement Planning

Residents of Polk County, FL could benefit greatly from the services of a retirement planner. With a population of over 700,000 people, many individuals may be unsure of how to properly save and invest for their future. A retirement planner can provide guidance on how to maximize social security benefits, create a personalized retirement plan, and identify potential tax-saving strategies. In addition, Polk County is home to a large retiree population, making it important for residents to have a solid plan in place to ensure their financial security during their golden years. A retirement planner can also assist with estate planning and long-term care planning, which are crucial considerations for seniors in Polk County. By working with a retirement planner, residents of Polk County can feel confident that they are taking the necessary steps to achieve their retirement goals and maintain financial stability throughout their lives.

Wealth Management

Residents of Polk County, FL could benefit from the expertise of a wealth manager in a variety of ways. For example, with the county's economy heavily reliant on agriculture and tourism, a wealth manager could assist individuals in investing wisely in these industries. Additionally, with a significant portion of the population being retirees, a wealth manager could provide guidance on retirement planning and managing their assets to ensure a comfortable lifestyle. Furthermore, with the county being prone to natural disasters such as hurricanes, a wealth manager could help residents prepare financially for unexpected emergencies. Overall, a wealth manager in Polk County, FL could provide valuable advice and assistance to individuals looking to secure their financial future in a unique and diverse region.

Mortgage Loan Officer

Residents of Polk County, FL would greatly benefit from the expertise of a mortgage loan officer. These professionals can assist with securing financing for home purchases, refinancing existing mortgages, and even obtaining home equity loans. With the median home value in Polk County being around $180,000, many residents may need assistance navigating the complex world of mortgage lending. Additionally, Polk County has a high percentage of retirees, who may require specialized financing options such as reverse mortgages. A mortgage loan officer can provide personalized guidance and support to ensure that residents of Polk County are able to achieve their homeownership goals.

Tax Services

Residents of Polk County, FL can benefit greatly from the services of a tax advisor. With a population of over 700,000 people, Polk County is home to many small business owners, retirees, and families. A tax advisor can assist these individuals in navigating the complex tax laws and regulations that apply to their specific situations. For example, many residents of Polk County are employed in the agriculture industry, which has unique tax considerations. A tax advisor can help these individuals maximize their deductions and credits while minimizing their tax liability. Additionally, retirees in Polk County may have complex retirement accounts and investments that require specialized tax advice. Overall, a tax advisor can provide invaluable assistance to residents of Polk County, helping them save money and avoid costly mistakes on their tax returns.

Estate Planning Lawyer

Residents of Polk County, FL could benefit greatly from the services of an estate planning lawyer. One specific way an estate planning lawyer could help is by assisting with the unique challenges faced by the large population of retirees in the area. With a median age of 41.8 and over 20% of the population over the age of 65, many Polk County residents have specific concerns related to retirement planning, long-term care, and preserving assets for their heirs. An estate planning lawyer can help navigate these complex issues and ensure that residents have a plan in place to protect their assets and provide for their loved ones. Additionally, an estate planning lawyer can help with drafting wills, trusts, and other legal documents to ensure that a person's wishes are carried out after their passing.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Polk County, FL