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Diversified Financial Partners - Lakeland (FL)

Address: 🏡 306 E Main St STE 200, Lakeland, FL 33801, USA
Phone : +1 (863) 688-4441
map
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJY_556bQ43YgRuscIA1yzCKo
#Florida

Landsberg Bennett Private Wealth Management - Punta Gorda

diane queen We have been working with Landsberg Bennett Private Wealth Management for many years as our financial advisors and administrators, and they have always been a pleasure to work with. We know we can trust Lew Bennett and his staff with such an important part of our lives, and we are very pleased with their successful track record for us during that time. Their flexible and highly diversified strategies enable us to adjust our portfolio investments to changing situations. They are always easily accessible and responsive to answer questions and provide services.
5 /5

Conway Financial Planning - Vero Beach

Markus Jane Garry Mike Conway was very helpful with getting us life insurance as well as an IRA plan for our company. So knowledgeable and upfront about everything.
5 /5

Edward Jones - Financial Advisor: Michael Johnson, CFP® - Sarasota

Kimberly Snow Michael has been my advisor for over a decade now. He is extremely honest and wicked smart. He has invested my money in a way that has grown and given me valuable advice to make sure I live a comfortable retirement. I could not recommend him enough. Over the years I consider him and Heather to be a part of my circle and I feel like the day we met was a blessing.
5 /5
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Northwestern Mutual - St. Petersburg

Kevin Christner Had a fantastic meeting with my financial advisor Danny. He was thorough in his explanations and happy to answer the many questions I had. There was no pressure to make any decisions right away.
5 /5

First Horizon Bank - Miami Beach

Bella Casa Inversiones Good service. Friendly and professional.
4 /5
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Edward Jones Altair S Watson AAMS®, CRPC™ - Melbourne

Debbie Cool All are very friendly, knowledgeable, and genuinely concerned for your well being, financially, and personally. My trust level with this advising team is the most comfortable I have felt with anyone in the past. You wont be sorry if you choose them.
5 /5