Financial Planning & Investments

Financial Planning & Investments

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Odom, Moses & Company/Raymond James
Odom, Moses & Company/Raymond James
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4641 W US Highway 90
Lake City, FL 32055
Philip J. Moses, Jr. CPA/PFSPhilip J. Moses, Jr. CPA/PFS
Work Phone: (386) 755-2260(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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Edward Jones - Steve Smith
Edward Jones - Steve Smith
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330 SW Main Blvd
Lake City, FL 32025
Steve SmithSteve Smith
Work Phone: (386) 758-6888(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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Cieslik Financial Group LLC
Cieslik Financial Group LLC
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Lake City, FL
Rich CieslikRich Cieslik
Work Phone: 386-365-1544386-365-1544
Member Since: 2001
Cieslik Financial is a locally owned business in Lake City since 2000. We specialize in financial planning and helping protect families and businesses against financial catastrophe. We also help with Florida state retirement.
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Edward Jones - Lance Drawdy
Edward Jones - Lance Drawdy
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846 SW Baya Drive
Lake City , FL 32025
Lance DrawdyLance Drawdy
Work Phone: (386) 752-3545(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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Pentas Wealth Management
Pentas Wealth Management
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253 NW Main Boulevard
Lake City, FL 32056
Jay PooleJay Poole
Work Phone: (386) 623-6591(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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GulfCoast Financial Services Inc
GulfCoast Financial Services Inc
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248 N Marion Ave Ste 1
Lake City, FL 32055
Blake KuykendallBlake Kuykendall
Work Phone: (386) 755-9018(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 - Robert Woodard
Edward Jones - Robert Woodard
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148 N Marion Ave
Lake City, FL 32055
Robert Woodard, AAMS rRobert Woodard, AAMS r
Work Phone: (386) 752-1215(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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Edward Jones - Steve Jones
Edward Jones - Steve Jones
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2929 W US Highway 90 Ste 114
Lake City, FL 32025
Steve Jones, CFP rSteve Jones, CFP r
Work Phone: (386) 752-3847(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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 Lake City - Columbia County Chamber of Commerce.  All Rights Reserved.
162 South Marion Avenue  |  Lake City, FL 32025
Phone: (386)752-3690 | info@lakecitychamber.com 
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