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Core Wealth Advisors
“They have created a tremendous amount of wealth for us by paying attention to the details.”
Best Financial Advisors in Lakeland, FL
Handpicked from 131 vetted & reviewed Financial Planning & Wealth Management firms in the Lakeland area, explore the top 5 leaders in their field among the selected group of 24 finalists.
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Stephen D. Herman CPA
“Herman is thorough and I am confident that my returns are accurate.”
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Parrish & Parrish Cpas
Business Services, Services For Individuals, Tax Services
“If you want to sit in front of someone speaking Greek ( you know all that CPA talk we all pretend to understand ) and walk away not really understanding the conversation than go ahead, but for my money this firm has always been able to deliver accura...”
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Allen & Company of Florida
Icon-In Icon, Icon-Fb Icon, Icon-Tw Icon
“This company does a great job growing investments”
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Florida Fiduciary Wealth Management
Women and Investing, Guardian Accounts
“Great people!”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Guardian Wealth Management
“Personable, logical and did an amazing job of making things clear why offering the best support.”
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CPS Investment Advisors
“I had a fabulous time at the Behind The Scenes event.”
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Diversified Financial Partners
“Danny Vesokie and his partner Keith Godorth has trained thousands of individuals to become successful in their own business for many years Highly recommend Danny Vesokie of Diversified Financial Partners 👍”
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Cultivate Wealth Management
“I receive quarterly phone calls regarding my portfolio and if Matt feels an investment isn't doing as well as he expected his advise might be to switch to another and explains his reasoning.”
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Rightplan Financial
“He is genuinely interested in helping people make responsible retirement savings decisions and he does not push financial products that maximize commissions.”
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1312 Financial Education & Consulting
Speaking Engagements, Financial Classes
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Partners Financial Group
Retirement Distribution Planning, Individual Retirement Plans, Investment and Risk Management
“As part of the Partners Financial Group (PFG) family, based in State College, Pennsylvania, we are associated with a committed network of financial advisors from around the country with a strong focus on service and long-term relationships. For more ...”
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Pro
“There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits...”
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Payclearly
“A more streamlined and digital payments process means more savings when it comes to paying your vendors. Not only does this zero-cost Virtual Card increase your profits, your business will also line your pockets from the great incentive rebates PayCl...”
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Amerity Financial
“He has also been extremely patient and understanding during a very stressful family situation regarding the financial care and well-being for my mother.”
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Lewis Tax & Financial Group
“Great service 👏”
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Wealth Solutions of Central Florida
“We do our best each day to SHINE!....Serve Others, Honor God, Improve Continually, Navigate by Values, Earn Referrals & Recommendations.”
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Capstone Wealth Management
“Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following ...”
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Moore & Associates, Cpa's
“Moore has dealt with our requirements and requests consistently over the past 3 years in a patient and competent manner.”
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Lynco Financial & Tax Services
Irs Representation, Bookkeeping & Accounting, Insurance Products
“I am extremely happy with the services rendered by the folks at Lynco and am impressed with their extraordinary patience with their clients who aren't very knowledgeable about certain financial and computer nuances.”
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The Tessier Law Firm
- Questions
“The way i would describe my entire experience, could be summed up by stating "the Tessier Law Firm in general, and Denise Tessier in particular, was "FIRST CLASS" in every respect.”
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Angeloni Tax Advisory Group
“My husband and I attended a free informative educational event on Social Security Benefits hosted by The Tax Advisory Group at The Regency, Riverview this evening.”
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Campbell & Associates
Business Services, Services For Individuals, Tax Services
“Highly Recommended”
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Aventail Wealth Management
Insurance, Charitable Giving, Investments
“The service they provide is exceptional from starting up your account to the very clear and consistent communication they provide as they manage your account and profile.”
Retirement Planning and Investment Management Services in Lakeland, FL Cost Estimates
Minimum cost
$1178
Maximum cost
$10007
National Average
$3532
Avg Per Hour Rates
$354
$2355
$6475
Average price range is based on
341 cost profiles
Why these companies made our list
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