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Map of Lake Wales, FL

Financial Services in Lake Wales, FL

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2. Pat Cain Wealth Solutions- Raymond James

Pat Cain Wealth Solutions- Raymond James

100 E Stuart Ave, Lake Wales, FL 33853

CLOSED NOW:8:30 am - 4:30 pm

From Business: The team at Pat Cain Wealth Solutions takes pride in our longstanding connection with Lake Wales and Polk County. In fact, it’s that sense of place and personal responsibility…

YP
37 Years
in Business

3. Edward Jones - Financial Advisor: Michele E Ouellette, CFP®|AAMS™

Edward Jones - Financial Advisor: Michele E Ouellette, CFP®|AAMS™

20 S Scenic Hwy, Lake Wales, FL 33853

CLOSED NOW:8:00 am - 5:00 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

4. Nelson Financial Strategies

Nelson Financial Strategies

230 E Park Ave Ste 34, Lake Wales, FL 33853

CLOSED NOW:8:30 am - 4:30 pm

From Business: At Nelson Financial Strategies, we believe that your financial objectives are distinctly personal. Likewise, your planning experience should be equally as personal. We further…

5. Edward Jones - Financial Advisor: Casey Floyd, CFP®

Edward Jones - Financial Advisor: Casey Floyd, CFP®

2800 Ridge Way Ste C, Lake Wales, FL 33859

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

6. The Floyd Investment Group

The Floyd Investment Group

1901 State Road 60 E Ste A, Lake Wales, FL 33853

CLOSED NOW:8:30 am - 4:30 pm

From Business: The Floyd Investment Group provides 401K rollovers, index universal life, annuities, REIT's, estate planning, and retirement income planning in central Florida.

YP
9 Years
in Business

7. Lynco Financial & Tax Services Inc

Lynco Financial & Tax Services Inc

1495 6th St SE, Winter Haven, FL 33880

CLOSED NOW:8:00 am - 5:00 pm

From Business: Are you overpaying your taxes? Why? Do you have a plan for a comfortable retirement? Why not? Do you own a business? What keeps you up at night? Don't let the tax code beat you…

YP
45 Years
in Business

8. Truist

Truist

595 Cypress Gardens Blvd Ste 101, Winter Haven, FL 33880

CLOSED NOW:9:00 am - 5:00 pm

From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates,…

9. Mariner Finance

Mariner Finance

5935 Cypress Gardens Blvd Ste 500, Winter Haven, FL 33884

OPEN NOW:9:00 am - 7:00 pm

From Business: Mariner Finance, serving communities since 1927, offers secured and unsecured personal loans with a fixed monthly payment and a fixed interest rate to help make it easier to…

10. Karen T Tiner - Financial Advisor, Ameriprise Financial Services

Karen T Tiner - Financial Advisor, Ameriprise Financial Services

135 N 6th St Ste A, Haines City, FL 33844

CLOSED NOW:8:00 am - 4:30 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

11. J., Kelly Kennedy Attorney/CPA PLLC

J., Kelly Kennedy Attorney/CPA PLLC

198 1st St S, Winter Haven, FL 33880

CLOSED NOW:8:30 am - 5:00 pm

From Business: J. Kelly Kennedy has been a practicing attorney since 1983 and a practicing CPA since 1978. In that time, he has helped countless clients create estate plans, start new…

YP
47 Years
in Business

12. Edward Jones - Financial Advisor: Adam Mayfield, CEPA®|AAMS™

Edward Jones - Financial Advisor: Adam Mayfield, CEPA®|AAMS™

335 Magnolia Ave SW, Winter Haven, FL 33880

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

13. Bank Of Central Florida - Winter Haven

Bank Of Central Florida - Winter Haven

201 3rd St SW, Winter Haven, FL 33880

CLOSED NOW:8:30 am - 5:00 pm

From Business: Welcome to Bank of Central Florida - Winter Haven, your trusted financial partner in Winter Haven, FL. We take pride in offering top-notch business banking services to empower…

14. Michael Maddox - Primerica Regional Vice President

Michael Maddox - Primerica Regional Vice President

20 3rd St SW, Winter Haven, FL 33880

CLOSED NOW:8:00 am - 5:00 pm

From Business: Michael Maddox is a Licensed Financial Representative with Primerica serving WINTER HAVEN and its surrounding areas.

15. Edward Jones - Financial Advisor: Brittney Oakes

Edward Jones - Financial Advisor: Brittney Oakes

331 W Central Ave Ste 200, Winter Haven, FL 33880

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

16. Rob Semans - State Farm Insurance Agent

Rob Semans - State Farm Insurance Agent

639 1st St S, Winter Haven, FL 33880

CLOSED NOW:9:00 am - 5:00 pm

From Business: Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.

YP
15 Years
in Business

17. R & C Cedit Repair

R & C Cedit Repair

2303 Carriage Dr, Lake Wales, FL 33898

OPEN NOW:8:00 am - 8:00 pm

From Business: We help good people repair bad credit listings. We advise you on how to maintain good credit. We consult with creditors on your behalf to turn bad credit into good credit.

YP
14 Years
in Business

18. Ridge Reverse

Ridge Reverse

200 E Tillman Ave, Lake Wales, FL 33853

OPEN NOW:8:30 am - 6:00 pm

From Business: Ridge Reverse Mortgage helps seniors Retire as Desired! We solve their, or their financial professional's, most difficult challenges revolving around cashflow, ready access to…

19. CoinFlip Bitcoin ATM

CoinFlip Bitcoin ATM

603 N Scenic Hwy, Lake Wales, FL 33853

OPEN NOW:8:30 am - 7:00 pm

From Business: CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your bitcoin…

20. OneMain Financial

OneMain Financial

24065 Hwy 27 Ste 20, Lake Wales, FL 33859

OPEN NOW:9:00 am - 5:30 pm

From Business: Are you considering a personal loan and don't know where to turn? This is when the excellent team over at the Lake Wales OneMain Financial branch can help. If you're ready for…

21. Chase Bank

Chase Bank

6105 Cypress Gardens Blvd, Winter Haven, FL 33884

OPEN NOW:9:00 am - 6:00 pm

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

22. Edward Jones - Financial Advisor: Chris Price

Edward Jones - Financial Advisor: Chris Price

5535 Cypress Gardens Blvd Ste 105, Winter Haven, FL 33884

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

23. Edward Jones - Financial Advisor: Adam Mayfield

Edward Jones - Financial Advisor: Adam Mayfield

1604 6th St SE, Winter Haven, FL 33880

CLOSED NOW:9:00 am - 4:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

24. Siempre Tax+

Siempre Tax+

3346 State Road 653, Winter Haven, FL 33884

From Business: We offer accurate, friendly tax preparation, and a wide array of other services. We speak English and Spanish, and our goal is to serve customers and provide solutions in the…

YP
11 Years
in Business

25. SiempreTax+

SiempreTax+

3346 Dundee Rd, Winter Haven, FL 33884

From Business: We offer accurate, friendly tax preparation, and a wide array of other services. We speak English and Spanish, and our goal is to serve customers and provide solutions in the…

YP
11 Years
in Business

26. TD Bank

TD Bank

901 Cypress Gardens Blvd, Winter Haven, FL 33880

CLOSED NOW:8:30 am - 5:00 pm

From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…

27. Liberty Tax Service

Liberty Tax Service

512 Cypress Gardens Blvd, Winter Haven, FL 33880

OPEN NOW:9:00 am - 6:00 pm

From Business: To opt in, text LIBTAX to US411 for special offers. When you visit a Liberty Tax office, you’ll get real help from real people - and products and tax services with real…

YP
28 Years
in Business

28. George Trenen Bush CPA & Co

George Trenen Bush CPA & Co

205 Avenue K SE, Winter Haven, FL 33880

CLOSED NOW:8:00 am - 5:00 pm

From Business: George Trenen Bush CPA & CO. PA was founded by George Trenen Bush in 1996. George Trenen Bush, a Winter Haven CPA, has been in public accounting twenty-eight years and in that…

29. Mortgages & More

Mortgages & More

810 1st St S, Winter Haven, FL 33880

OPEN NOW:8:00 am - 7:00 pm

From Business: Unlock tailored lending solutions with our concierge service, specializing in mortgages and small business financing in Florida and Georgia. Let us guide you to the best…

30. Rico Green - Regions Mortgage Loan Officer

Rico Green - Regions Mortgage Loan Officer

811 1st St S, Winter Haven, FL 33880

CLOSED NOW:9:00 am - 4:00 pm

From Business: You can count on your Regions banker to give you sound advice based on real experience. And we commit to proactive communications so that there will never be a time when you…