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Name
City
Odom, Moses & Company/Raymond James
_
4641 W US Highway 90
Lake City
,
FL
32055
Philip J. Moses, Jr. CPA/PFS
(386) 755-2260
Member Since: 1983
Providing Income Tax Preparation and Planning for Individuals and Small Businesses in Lake City, Florida since 1951.
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The Strategic Wealth Advantage North Florida Financial
_
Lake City
,
FL
Jerrett Kandzer
850.768.0727
Member Since: 2022
Our experienced financial professionals can help you navigate all of life’s unique financial challenges.
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Edward Jones - Steve Smith
_
330 SW Main Blvd
Lake City
,
FL
32025
Steve Smith
(386) 758-6888
Member Since: 2013
Our main focus is helping guide successful people to a work-optional lifestyle. As a financial advisor with the CFP® certification, I coach our clients to dream about their preferred lifestyle. Then, we create a strategy to help them prioritize their
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GulfCoast Financial Services Inc
_
248 N Marion Ave Ste 1
Lake City
,
FL
32055
Blake Kuykendall
(386) 755-9018
Member Since: 1994
A financial, investment, & tax advisory services company. Comprehensive planning to achieve lifetime goals. Our mission at GulfCoast is to work individually with our clients to help secure their financial future.
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Edward Jones - Steve Jones
_
2929 W US Highway 90 Ste 114
Lake City
,
FL
32025
Steve Jones, CFP
(386) 752-3847
Member Since: 1990
With over 25 years of experience as a financial advisor at Edward Jones, I partner with a select group of families in the Lake City area and points around the country. It is important to me to invest my time in understanding what is important to you.
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Cieslik Financial Group LLC
_
Lake City
,
FL
Rich Cieslik
386-365-1544
Member Since: 2001
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Edward Jones - Robert Woodard
_
148 N Marion Ave
Lake City
,
FL
32055
Robert Woodard, AAMS
(386) 752-1215
Member Since: 2005
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money.
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Pentas Wealth Management
_
253 NW Main Boulevard
Lake City
,
FL
32056
Jay Poole
(386) 623-6591
Member Since: 2020
Pentas is a Southeastern investment practice whose culture is engrained in providing exceptional service to our clients.
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Edward Jones - Lance Drawdy
_
846 SW Baya Drive
Lake City
,
FL
32025
Lance Drawdy
(386) 752-3545
Member Since: 2021
Edward Jones is a financial service firm dedicated to serving the needs of individual investors through financial planning & wealth management. Member SIPC.
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Membership
Join The Chamber
Member Directory
Member Login
Build Your Business
>
Business Connect
Member Benefits
Coupons & Savings Offers!
ROI - Calculator
Certificate of Origin
The Chamber Area
Who We Are
About Us
>
Our Partners
Contact
Leadership Team
News & Events
Calendar of Events
Press Releases & News
Signature Events
Florida's Gateway Region
Live, Work, Play
Visit
The Ichetucknee Partnership
Job Board