Fiduciary advisors in Lakeland, FL

Lakeland, Florida

Bates Capital is a Lakeland-based financial advisory firm founded by Ryan C. Bates, an Investment Adviser Representative, and Alyssa Bates, Chief Operating Officer. The firm provides financial planning and investment management services with a focus on retirement planning and income strategies, operating as a Registered Investment Adviser through AE Wealth Management, LLC, while also offering insurance products through its insurance business. Ryan Bates holds life, health, and annuity insurance licenses and has completed Series 6, Series 65, and Series 7 securities examinations.

Lakeland, Florida

Johnson Stivender Wealth Advisors, Inc. - Raymond James is an investment advisory firm in Lakeland, Florida. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance.

Lakeland, Florida

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lakeland, Florida. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office is open daily.

Lakeland, Florida

Webbs Family Financial Services, based in Lakeland, Florida, offers investment management and retirement planning services under the direction of Stephen P Webb, a financial advisor and insurance agent registered through Kovack Securities and Kovack Advisors (SEC registered). The firm operates on a fiduciary basis, serving clients across various stages of life with an emphasis on educational guidance rather than sales-driven recommendations, and includes specialized support in Medicare planning and estate planning coordination.