florida Date: 11-15-2025

Find the Best 15 Finance services in Lakeland, FL

Explore the most finance services in in Lakeland, FL. Compare customer reviews, locations, and services to find the right financial partner for your needs.

Banking & CreditAddress
1CPS Investment Advisors205 E Orange St #310, Lakeland, FL 33801
2Lewis Tax & Financial GroupLocated in, the Gray-Robinson Bldg, 1 Lake Morton Dr, Lakeland, FL 33801
3Primerica Financial Services1649 Williamsburg Square, Lakeland, FL 33803
4Edward Jones - Financial Advisor: Dylan M Allen2270 Griffin Rd Suite A105, Lakeland, FL 33810
5Farm Credit of Central Florida204 E Orange St STE 200, Lakeland, FL 33801
6Guardian Wealth Management464 W Pipkin Rd, Lakeland, FL 33813
7Edward Jones - Financial Advisor: Matthew E Lausell, AAMS®7371 US Hwy 98 N, Lakeland, FL 33809
8Brutus Lederl: Primerica - Financial Services1649 Williamsburg Square, Lakeland, FL 33803
9Merrill Lynch Wealth Management100 S Kentucky Ave Suite 100, Lakeland, FL 33801
10Kevin McWilliams - Financial Advisor, Ameriprise Financial Services, LLC4927 Southfork Dr, Lakeland, FL 33813
11Charles Schwab6419 Florida Ave S #103, Lakeland, FL 33813
12Samson Financial, LLC.401 Florida Ave S, Lakeland, FL 33801
13Wall Titus Financial212 E Highland Dr STE 201, Lakeland, FL 33813
14Mid Florida Financing1120 Griffin Rd, Lakeland, FL 33805
15CORE Wealth Advisors124 Florida Ave S 4th floor, Lakeland, FL 33801

1.CPS Investment Advisors

Address: 205 E Orange St #310, Lakeland, FL 33801

images CPS Investment Advisors

(9) user ratings total:

Tierra Walker I had a fabulous time at the Behind The Scenes event. Lots of friendly people and network connections. Very informative and and fun
5 /5

2.Lewis Tax & Financial Group

Address: Located in, the Gray-Robinson Bldg, 1 Lake Morton Dr, Lakeland, FL 33801

(7) user ratings total:

Stephen Simpson Super nice folks here. Helped them move their network and phone system.
5 /5

3.Primerica Financial Services

Address: 1649 Williamsburg Square, Lakeland, FL 33803

(7) user ratings total:

John Carvajal The people at the Czernek Base Shop changed my life and restored my faith in society. I walked in head low with no hope of taking care of my family, BUT I walked out with a plan in place and fully equipped to have a brighter future. Ive never saved more money in any one thing in my entire life...and it only took 20 minutes. Get your butt in this door and bring your family!
5 /5

4.Edward Jones - Financial Advisor: Dylan M Allen

Address: 2270 Griffin Rd Suite A105, Lakeland, FL 33810

(7) user ratings total:

Destiny Jimison Dylan is very knowledge, he truly cares about what is in my best interest. I would recommend him to anyone.
5 /5

5.Farm Credit of Central Florida

Address: 204 E Orange St STE 200, Lakeland, FL 33801

(62) user ratings total:

Kenneth Elliott I have enjoyed a positive relationship with Farm Credit of Central Florida for the past five years. They have always been helpful whenever Ive had a question. Their management team is top notch, guiding the CO-OP efficiently and profitably for the members best interest and keeping the membership informed of new developments.
5 /5

6.Guardian Wealth Management

Address: 464 W Pipkin Rd, Lakeland, FL 33813

(6) user ratings total:

Allyse Dempsey Nick has been our trusted advisor for years now. He always has our best interest at heart based on where you are with your portfolio and what your financial goals are. I HIGHLY recommend him to everyone, you will not be disappointed!
5 /5

7.Edward Jones - Financial Advisor: Matthew E Lausell, AAMS®

Address: 7371 US Hwy 98 N, Lakeland, FL 33809

(6) user ratings total:

David Ray In this sometimes volatile market people tend to get nervous. Its nice to have professionals like Josh and Tricia to help calm the waters. Josh keeps me informed and lets me know his doors open anytime if I have questions or concerns. Very calming in times of uncertainty, Edward Jones is just a phone call away.
5 /5

8.Brutus Lederl: Primerica - Financial Services

Address: 1649 Williamsburg Square, Lakeland, FL 33803

(5) user ratings total:

Anderson Shantia “TIARENEE” Everything was explained very well and I greatly appreciate the information that was given to me very helpful to my family
5 /5

9.Merrill Lynch Wealth Management

Address: 100 S Kentucky Ave Suite 100, Lakeland, FL 33801

(4) user ratings total:

Nicola Abrams Very helpful and listened to our goals, explained everything and we feel very comfortable working with Sam
5 /5

10.Kevin McWilliams - Financial Advisor, Ameriprise Financial Services, LLC

Address: 4927 Southfork Dr, Lakeland, FL 33813

(4) user ratings total:

Daniel Sharrett Kevin is the most knowledgeable financial advisor we have ever used. He truly cares about his clients. Thanks to Kevin, things are looking up and retirement is now an option.
5 /5

11.Charles Schwab

Address: 6419 Florida Ave S #103, Lakeland, FL 33813

images Charles Schwab

(4) user ratings total:

Nasir Nabial Its nice to have a new location here in lakeland, beats having to drive to Orlando or Tampa. As someone who used to be on TD Ameritrade, the switch over to Schwab was done well, Bravo.
5 /5

12.Samson Financial, LLC.

Address: 401 Florida Ave S, Lakeland, FL 33801

(4) user ratings total:

Big Rev Ministries Wes from Samson Financial is extremely knowledgeable and professional. He is absolutely phenomenal.
5 /5

13.Wall Titus Financial

Address: 212 E Highland Dr STE 201, Lakeland, FL 33813

(4) user ratings total:

KIMBERLEY STAR As for Wall Titus Financial, Bob Titus is highly skilled and knowledgeable in all aspects regarding your financial development. We have had a long-term relationship with him. Theres no one person who can meet all your needs. Hes very personalized and, above all, trustworthy. Wal Titus Financial will personally take care of all your financial inquiries. And will set you on the right path to your financial wealth.
5 /5

14.Mid Florida Financing

Address: 1120 Griffin Rd, Lakeland, FL 33805

(378) user ratings total:

Diane Swindler I spoke with Rob, he actively listened and was the only person in all my MidFlorida years as a customer who actually helped me and didnt stick to the script. You need more employees who actually cares about people. If you havent given him a raise you need to. He saved my life.
5 /5

15.CORE Wealth Advisors

Address: 124 Florida Ave S 4th floor, Lakeland, FL 33801

(3) user ratings total:

Joshua Zarandona Michael Ehlenbeck has built an excellent reputation as a true, knowledgeable professional.
5 /5