Developing a successful investment strategy requires planning and collaboration with a financial advisor that understands your unique needs and goals.
Our financial advisors tailor strategies that help you to invest with confidence.
Being in the right investment today can help you establish the lifestyle you want tomorrow and, as you know, tomorrow always comes faster than we think. You might currently be asking the following types of questions:
- How do I save for retirement and put my children or grandchildren through college?
- How much money should I be saving for retirement to live the life I want in the future?
- Is there an important investment product I should consider given today’s economic climate?
- What are fixed index annuities and mutual funds and are they suitable for my situation?
- What am I missing and who can I trust to discuss these personal concerns?
Please note that it is important to consult with your tax advisor regarding specific tax concerns.
Investment products may lose value. Mutual funds are offered by prospectus; the prospectus contains more complete information including fees & expenses, and should be read carefully before investing.
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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