Cultivate Wealth Management - Lakeland (FL)

Monica Wojtas Mark and his team are great! They listen to your needs and goals, then help you formulate a plan to get where you would like to be.

David Smith My wife and I are newly retired and new to Southwest Florida. We were seeking a local fiduciary to assist us with our retirement nest egg. Full disclosure, I’m a bit “High-Maintenance” when it comes to retirement investments and returns. When we met Laura Mattia at Atlas Fiduciary Financial, LLC. we were so pleased. Laura is well educated, experienced, and certified in financial planning. Laura’s approach is genuine and not cookie cutter like some other planners we had contacted. You can’t be a fiduciary if you do not hear your clients. Laura listens to us, she speaks confidently, she presents investment options, and guides us but allows us to make our own decisions. To date, our investments have all exceeded expectations. We truly feel she cares about us as her clients. We consider Laura and her staff as our friends and we look forward to our next meeting. My wife and I strongly recommend Laura and Atlas Fiduciary Financial, LLC. for all your financial needs.

Daniel Tredinnick I’ve been a friend and a client of Bill Kastelz for over 20 and I couldn’t recommend anyone better than him.

Bill Muller We retired in 2002 and became Provise clients in 2002. Together we have been through the highs as well as the lows. Ray and Kim put together a solid, balanced plan that has performed very well over these years. We are enjoying an active retirement, without anxiety, confident that the long term financial plan will continue to provide our needs.

Jontae McClure For as long as I have been a member of this credit union, I can honestly say the entire staff (my local Tallahassee locations, the customer service representatives I encounter over the phone, all the way to the Lake City Campus USA CU, and specifically Robert Whitney) has always been helpful, professional, empathic, and courteous. Even in moments when they couldnt help me, my integrity remained intact because of their kindness and consideration. This CU exudes a culture of Excellence and it shines through its employees!

Keri Kline Great people!

Kate Freeman This location at 821 Beachland Boulevard does, in fact, have an M&T Bank ATM with access during business hours. Our Vero Beach location is a Wealth Management office and not a bank branch serving retail clients. All M&T Bank and Wilmington Trust clients are welcome to use the ATM, located inside the office.