CORE Wealth Advisors - Lakeland, Florida
Address: 124 Florida Ave S 4th floor, Lakeland, FL 33801, United States.
Phone: 8639044745.
Website: corewealth.com
Specialties: Financial planner, Certified public accountant, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of CORE Wealth Advisors
⏰ Open Hours of CORE Wealth Advisors
- Monday: 8 am–4:30 pm
- Tuesday: 8 am–4:30 pm
- Wednesday: 8 am–4:30 pm
- Thursday: 8 am–4:30 pm
- Friday: 8 am–4:30 pm
- Saturday: Closed
- Sunday: Closed
CORE Wealth Advisors: Expert Financial Planning and Investment Services
Located at 124 Florida Ave S 4th floor, Lakeland, FL 33801, United States, CORE Wealth Advisors is a reputable financial planning and investment service provider that has been serving individuals and businesses for years.
The company is known for its expertise in financial planning, accounting, and investment services. Its team of experienced professionals is committed to providing personalized guidance and support to help clients achieve their financial goals.
One of the key characteristics of CORE Wealth Advisors is its commitment to wheelchair accessibility. The company's office is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. This makes it easily accessible for clients with mobility needs.
The company's website, corewealth.com, provides a wealth of information about its services and expertise. Clients can get in touch with the team through phone or by scheduling an appointment.
According to Google My Business, CORE Wealth Advisors has an average rating of 5/5 stars, indicating a high level of satisfaction among its clients.
Specialties
- Financial Planner: CORE Wealth Advisors offers comprehensive financial planning services to help individuals and businesses create and implement personalized financial plans.
- Certified Public Accountant: The company's team of accountants is equipped to handle a range of accounting tasks, from tax preparation to financial statement preparation.
- Investment Service: CORE Wealth Advisors provides investment services that cater to a range of investment goals and risk tolerance.
Other points of interest at CORE Wealth Advisors include:
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Toilet
- Appointments recommended
Overall, CORE Wealth Advisors is a trusted name in the financial services industry, offering expert guidance and support to individuals and businesses in the Lakeland, FL area.
With its commitment to wheelchair accessibility, expertise in financial planning and investment services, and high level of client satisfaction, CORE Wealth Advisors is an excellent choice for anyone looking for a reliable financial partner.
Don't hesitate to get in touch with CORE Wealth Advisors today to learn more about its services and how it can help you achieve your financial goals.