401K and Pension Plan Management
Choosing the right partner to help you develop a retirement plan for your organization is so important. We tailor solutions to help meet the specific needs of your organization to help your employees reach their retirement goals.
We offer a comprehensive range of services for an employer-sponsored retirement plan, including 401K, SEP IRA, a Simple IRA, or a Profit Sharing Plan.
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.
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Check the background of this firm on FINRA's BrokerCheck.
