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Lakeland Financial Services

Lakeland Financial Services is a Division of Lakeland Bank

 

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Its easy to arrange for your confidential financial review. Fill out the information below and click the Request Appointment button, and we will contact you for an appointment. Or ask a banking professional at your branch office to arrange an appointment with an Investment Representative.

 

 

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INVEST IN YOUR FUTURE

 

 

WE’LL HELP YOU MAKE INFORMED DECISIONS

 

 

WE’LL BE HERE FOR YOU WHEN YOU HAVE QUESTIONS OR CONCERNS

 

 

WE FAVOR QUALITY AND HAVE A CONSERVATIVE BIAS

 

 

TAX-DEFERRED FIXED ANNUITIES CAN PROVIDE SUBSTANTIAL TAX ADVANTAGES

 

 

YOU HAVE ACCESS TO MUTUAL FUNDS AND VARIABLE ANNUITIES THROUGH ESSEX NATIONAL SECURITIES, INC.

 

 

 

WEALTH MANAGEMENT AT LAKELAND BANK

 

 

 

FINANCIAL PLANNING

 

Our comprehensive and open architecture asset management platform allows advisors to deliver disciplined, objective investment advisory services to their clients.

Guided Portfolio Strategies
Our strategic partnerships with Prima Capital, Sage Advisory Services and Frontier Asset Management provide a heavy layer of research and intelligently designed products. Each strategist delivers intelligent and uniquely positioned investment solutions to your clients:

 

 

STRATEGIC MUTUAL FUND AND ETF PORTFOLIOS Sub-Advisor: Prima Capital

 

 

TACTICAL ETF PORTFOLIOS Sub-Advisor: Sage

 

 

STRATEGIC AND TACTICAL MUTUAL FUND PORTFOLIOS Strategist: Frontier

 

Securities are offered through Essex National Securities, Inc., member FINRA/SIPC, an independent broker/dealer and Registered Investment Advisor. Insurance products are offered through Essex National Insurance Agency, Inc. Neither are affiliated with Lakeland Bank.

 

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