Financial Planning
Personal
Planning is the essential first step toward financial well-being. A good financial strategy along with sound financial advice can equal a more manageable financial future.
Business
Financial planning involves looking into the future. Let us help you come up with the numerical logic for decision making.
Meet Our Financial Advisors
A meeting with one of our financial advisor will give you new insight and new ideas to help you pursue your objectives.
Speak with a Financial Advisor
Our Financial Advisors are available to speak with you via phone, virtual meeting or in-person consultation. Fill out this short form to schedule an appointment.
Check the background of this firm on FINRA's BrokerCheck.
Please note that it is important to consult with your tax advisor regarding specific tax concerns.
Lakeland Financial Services is a division of Lakeland Bank.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Lakeland Bank and Lakeland Financial Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding website's users and/or members.
Check the background of this firm on FINRA's BrokerCheck.
