Wealth Management in Polk County, FL

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List of Firms

Polk County, FL Wealth Management Firms

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Ty J. Young Wealth Management (formerly Assured Retirement Solutions)
5 out of 5
Location 331 W Central Ave Suite 244, Winter Haven, FL 33880, USA
Phone (877) 912-1919
Directions
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The Watkins Johnson Wealth Management Group - UBS Financial Services Inc.
Location 295 1st St S, Winter Haven, FL 33880, USA
Phone (863) 298-3620
Directions
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Merrill Lynch Wealth Management Advisor Jim Northrup
Location 100 S Kentucky Ave Suite 100, Lakeland, FL 33801, USA
Phone (863) 680-5459
Directions
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Edward Jones - Financial Advisor: Adam Mayfield, CEPA®|AAMS™
5 out of 5
Location 335 Magnolia Ave SW, Winter Haven, FL 33880, USA
Phone (863) 294-1932
Directions
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The Scheck/Lewis/McKown Group - Morgan Stanley
Location 250 3rd St NW Suite 100, Winter Haven, FL 33881, USA
Phone (863) 401-9449
Directions
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Northwestern Mutual
5 out of 5
Location 41 Lake Morton Dr Ste 24, Lakeland, FL 33801, USA
Phone (863) 688-0300
Directions
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Mark Williams - UBS Financial Services Inc.
Location 295 1st St S, Winter Haven, FL 33880, USA
Phone (863) 298-3611
Directions
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Wells Investments, Inc
SEC File# 801-76875
CRD# 150139
5 out of 5
Location 521 W Central Ave, Winter Haven, FL 33880, USA
Phone (863) 294-3361
Directions
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Aventail Wealth Management, LLC.
Location 353 Ave C SW, Winter Haven, FL 33880, USA
Phone (863) 333-1927
Directions
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Merrill Lynch Wealth Management Advisor Anthony Iannucci
Location 100 S Kentucky Ave Suite 100, Lakeland, FL 33801, USA
Phone (863) 680-5484
Directions
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Cypress Trust Company
Location 505 Avenue A NW Suite 300, Winter Haven, FL 33881, USA
Phone (863) 295-9607
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Money Concepts
Location 7722 FL-544, Winter Haven, FL 33881, USA
Phone (863) 422-8772
Directions
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Thrivent Financial
SEC File# 801-60701
CRD# 115785
5 out of 5
Location 1740 E Edgewood Dr, Lakeland, FL 33803, USA
Phone (863) 337-4894
Directions
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Conley Thornhill - UBS Financial Services Inc.
Location 295 1st St S, Winter Haven, FL 33880, USA
Phone (863) 298-3610
Directions
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Burgos & Brein Wealth Management
5 out of 5
Location 1906 Florida Ave S, Lakeland, FL 33803, USA
Phone (866) 949-7675
Directions
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Rafool Snyder and Associates - Raymond James
Location 250 3rd St NW Ste 100, Winter Haven, FL 33881, USA
Phone (863) 293-3161
Directions
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Benjamin Crum - Morgan Stanley
Location 225 E Lemon St #1st, Lakeland, FL 33801, USA
Phone (863) 499-1506
Directions
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Merrill Lynch Wealth Management Advisor Karim S. Premji
Location 100 S Kentucky Ave Suite 100, Lakeland, FL 33801, USA
Phone (863) 680-5411
Directions
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Jack M. Watkins Jr. - UBS Financial Services Inc.
Location 295 1st St S, Winter Haven, FL 33880, USA
Phone (863) 298-3620
Directions
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Capstone Wealth Management
SEC File# 801-121346
CRD# 165359
Location 5120 S Lakeland Dr Suite 1, Lakeland, FL 33813, USA
Phone (866) 596-9886
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
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Pearce Financial
Location 301 3rd St NW #218, Winter Haven, FL 33881, USA
Phone (863) 299-5808
Directions
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Merrill Lynch Wealth Management
Location 100 S Kentucky Ave Suite 100, Lakeland, FL 33801, USA
Phone (863) 688-6000
Directions
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Eric Johnson, CFP, CIMA - UBS Financial Services Inc.
Location 295 1st St S, Winter Haven, FL 33880, USA
Phone (863) 298-3612
Directions
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Intentional Wealth
Location 1502 Dundee Rd, Winter Haven, FL 33884, USA
Phone (863) 577-3250
Directions
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Merrill Lynch Wealth Management Advisor Anthony Slovick
Location 100 S Kentucky Ave Suite 100, Lakeland, FL 33801, USA
Phone (863) 680-5423
Directions
Wealth Management in Polk County, FL

Where Wealth Management Advisors in Polk County, FL Serve

Polk County, located in central Florida, is a bustling area with a diverse range of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Bok Tower Gardens to the thrilling LEGOLAND Florida Resort, Polk County boasts a variety of attractions for all ages and interests. The county is home to major employers such as Publix Super Markets, GEICO, and Amazon, providing ample job opportunities for residents. Major highways and streets, including Interstate 4 and US Highway 27, connect Polk County to neighboring cities and beyond. The county is also home to diverse neighborhoods, from the charming historic district of Lakeland to the bustling downtown of Winter Haven. With so much to offer, Polk County is a vibrant and exciting place to live, work, and play.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Polk County, FL can benefit from a bank in several ways. One of the most common ways is through the provision of loans. Polk County is home to several small businesses, and a bank can provide them with the necessary funds to grow and expand. Additionally, the county has a significant agricultural sector, and farmers can access loans to purchase equipment, livestock, and other farming inputs. Furthermore, a bank can provide financial education to residents, especially those who have never had a bank account before. This education can help them understand how to manage their finances, save money, and plan for their future. Lastly, a bank can offer various banking products, such as checking and savings accounts, which can help residents manage their money more effectively. Overall, a bank can play a crucial role in the economic development of Polk County, FL, by providing financial solutions that meet the unique needs of its residents.

Insurance Broker

Polk County, FL residents could greatly benefit from the services of an insurance broker. With a population of over 700,000 people, the county is home to a diverse range of individuals, each with unique insurance needs. An experienced broker can help residents navigate the complexities of insurance policies, ensuring that they have the coverage they need to protect themselves and their assets. For example, Polk County has a high rate of severe weather events, including hurricanes and tornadoes. An insurance broker can help residents understand their options for homeowners and flood insurance, ensuring that they are adequately protected against the financial impact of these natural disasters. Additionally, many residents in Polk County work in industries with unique insurance needs, such as agriculture and healthcare. A broker can help these individuals find policies that meet their specific requirements, providing peace of mind and financial security.

Retirement Planning

Residents of Polk County, FL can greatly benefit from the services of a retirement planner. With a population of over 700,000 people, Polk County has a diverse community with varying financial needs. A retirement planner can assist residents in creating a personalized retirement plan that takes into account their unique financial situation, including any investments, savings, and debts. Additionally, with the prevalence of agriculture in Polk County, many residents may have specific retirement needs related to their farming or ranching operations. A retirement planner can help these individuals navigate the complexities of estate planning, succession planning, and other financial considerations related to their agricultural businesses. Overall, a retirement planner can provide valuable guidance and support to residents of Polk County, helping them to achieve their financial goals and secure a comfortable retirement.

Financial Advisor

Residents of Polk County, FL can benefit greatly from the services of a financial advisor. With its diverse economy, which includes agriculture, healthcare, and tourism, Polk County has unique financial needs that require specialized attention. A financial advisor can assist residents in creating a comprehensive financial plan that takes into account their individual circumstances and goals. This may include advice on investments, retirement planning, tax strategies, and debt management. Additionally, with the recent growth of the county's housing market, a financial advisor can provide guidance on real estate investments and mortgage options. Overall, a financial advisor can help residents of Polk County, FL navigate the complexities of their finances, ensuring that they are on track to achieve their financial objectives.

Mortgage Loan Officer

Residents of Polk County, FL would greatly benefit from the services of a mortgage loan officer. With a population of over 700,000 people, there is a high demand for affordable housing options in the area. A mortgage loan officer can help residents navigate the complex process of applying for a mortgage and securing financing for their dream home. This is especially important in Polk County, where the median home value is $177,500, making homeownership a significant investment for many families. Additionally, a mortgage loan officer can assist residents in finding available loan programs that cater specifically to the needs of Polk County residents, such as the Polk County Housing Finance Authority's Down Payment Assistance Program. With the help of a mortgage loan officer, residents of Polk County can achieve their dream of homeownership and secure a brighter future for themselves and their families.

Tax Services

Residents of Polk County, FL could benefit from the expertise of a tax advisor in a multitude of ways. One specific challenge that residents in this area face is the complexity of the state's tax laws. With Florida being one of only seven states in the US that does not have a state income tax, it can be difficult for Polk County residents to navigate the intricacies of the state's sales and use tax regulations. A tax advisor can help residents understand these laws and ensure that they are paying the appropriate amount of taxes on their purchases. Additionally, with the county's economy heavily reliant on agriculture and tourism, a tax advisor can help farmers and business owners take advantage of tax credits and deductions that are unique to these industries. Overall, a tax advisor can provide invaluable guidance and support to residents of Polk County, FL in navigating the complex world of taxes.

Estate Planning Lawyer

Residents of Polk County, FL can benefit from the services of an estate planning lawyer in several ways. For instance, these lawyers can help individuals to create a comprehensive estate plan that outlines their wishes for the distribution of their assets upon their death. This is particularly important in Polk County, FL, which has a large population of retirees and snowbirds who may have significant assets and property holdings. Additionally, estate planning lawyers can assist with the creation of trusts and other legal arrangements that can help to minimize tax liabilities and protect assets from creditors. They can also provide guidance on issues such as healthcare directives and powers of attorney, which can be critical in ensuring that an individual's wishes are respected in the event of incapacitation. Overall, the services of an estate planning lawyer can help residents of Polk County, FL to achieve peace of mind and ensure that their assets are protected and distributed according to their wishes.

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