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When it comes to business investments, sound solutions are critical. We’ll help you design, manage and customize an investment strategy that’s right for your business!

401K and Pension Plan Management

We’ll work with you to create a custom strategy that we’ll help you manage and adjust over time.

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Business Succession Planning

Planning your exit will result in financial benefits and tax advantages.

Insurance

Handle insurance benefits for your business with ease.

Lakeland Financial Services is a division of Lakeland Bank.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, marketed as Lakeland Financial Services, A Division of Lakeland Bank, and are not insured by any Lakeland 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. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lakeland Bank and the Lakeland Financial Services are separately owned and operated and not independently registered as broker-dealers or investment advisors. 

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.

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Check the background of this firm on FINRA's BrokerCheck.