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      Financial Services in Lake Mary, FL

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      1. Colonial Group Metals LLC

      Colonial Group Metals LLC
      833-390-5875Call Now
      Financial ServicesGold, Silver & Platinum Buyers & DealersInvestments

      Serving the Lake Mary Area

      CLOSED NOW:Closed

      From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…

      2. Toro Ruben D CPA

      Toro Ruben D CPA
      407-370-6445Call NowVisit Website
      Directions
      Financial ServicesTax Return PreparationAccounting Services

      7901 Kingspointe Pkwy, Orlando, FL 32819

      CLOSED NOW:

      From Business: Up Cash Flow & Budgeting Analysis Tax Preparation IRS and State/Local Representation Compilation, Review, and Audit Services

      YP
      31 Years
      in Business

      3. Sencer Appraisal Associates-Equipment Appraisers

      Sencer Appraisal Associates-Equipment Appraisers
      888-568-0805Call NowVisit Website
      Financial ServicesAppraisers-Business, Commercial & IndustrialIndustrial Consultants

      Serving the Lake Mary Area

      From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across North America…

      YP
      70 Years
      in Business

      4. Law Office of Diane B McWhirter

      Law Office of Diane B McWhirter
      407-622-5222Call NowVisit Website
      Directions
      Financial ServicesBankruptcy Law AttorneysGeneral Practice Attorneys

      1850 Lee Road Suite 306, Winter Park, FL 32789

      CLOSED NOW:Closed

      From Business: The Law Office of Diane Baltzelle McWhirter maintains an excellent rating from Avvo Lawyers Ratings Guide. A very high rating with Martindale-Hubbell peer review rating. For…

      YP
      42 Years
      in Business
      Amenities:
      Wheelchair accessible

      5. Tattersall And Tattersall PA

      Tattersall And Tattersall PA
      407-894-2272Call NowVisit Website
      Directions
      Financial ServicesAccounting ServicesTax Return Preparation

      1020 N. Orlando, Suite 400, Maitland, FL 32751

      CLOSED NOW:Closed

      From Business: We provide the business community with an alternative to the large CPA firms with our timely, personal and highly professional accounting, tax, and consulting services.

      YP
      39 Years
      in Business

      6. FAIRWINDS Credit Union

      FAIRWINDS Credit Union
      407-277-5045Call NowVisit Website
      Directions
      Financial ServicesBanksCredit Unions

      2879 W Lake Mary Blvd, Lake Mary, FL 32746

      OPEN NOW:9:00 am - 1:00 pm

      From Business: FAIRWINDS Credit Union's Lake Mary location has the best banking solutions along with the service and technology to help you achieve financial freedom.

      YP
      76 Years
      in Business

      7. Chase Bank

      Chase Bank
      407-321-0438Call NowVisit Website
      Directions
      Financial ServicesBanksLoans

      4345 W Lake Mary Blvd, Lake Mary, FL 32746

      OPEN NOW:9:00 am - 2:00 pm

      From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

      10. Edward Jones - Financial Advisor: Sean R Gallagher

      Edward Jones - Financial Advisor: Sean R Gallagher
      407-324-1554Call NowVisit Website
      Directions
      Financial ServicesInvestmentsMutual Funds

      3248 W Lake Mary Blvd Ste 1210, Lake Mary, FL 32746

      From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

      YP
      103 Years
      in Business

      11. Edward Jones - Financial Advisor: Veronica Woodard

      Edward Jones - Financial Advisor: Veronica Woodard
      407-324-1554Call Now
      Directions
      Financial ServicesInvestmentsMutual Funds

      3248 W Lake Mary Blvd Ste 1210, Lake Mary, FL 32746

      From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

      YP
      103 Years
      in Business

      12. Truist

      Truist
      407-562-0418Call NowVisit Website
      Directions
      Financial ServicesBanksLoans

      4240 W Lake Mary Blvd Ste 100, Lake Mary, FL 32746

      OPEN NOW:9:00 am - 12:00 pm

      From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates,…

      13. Howard Howard & Hodges

      Howard Howard & Hodges
      407-333-8110Call NowVisit Website
      Directions
      Financial ServicesAccountants-Certified PublicBookkeeping

      720 Rodel Cv, Lake Mary, FL 32746

      CLOSED NOW:

      From Business: We are a full service tax and accounting firm dedicated to meeting your needs. Our primary focus is to provide your business with premium services and help you achieve success…

      YP
      64 Years
      in Business

      14. Wells Fargo Advisors

      Wells Fargo Advisors
      407-333-2160Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      1025 Greenwood Blvd Ste 179, Lake Mary, FL 32746

      From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

      15. David Fairbank | SouthState Mortgage

      David Fairbank | SouthState Mortgage
      407-257-0669Call NowVisit Website
      Directions
      Financial ServicesMortgagesReal Estate Loans

      1540 International Pkwy Ste 2000, Lake Mary, FL 32746

      From Business: If you are purchasing your first home, building your dream home, refinancing or anything in between, SouthState is here for you. We have a variety of mortgage loan programs and…

      16. Sharon Infanti | SouthState Mortgage

      Sharon Infanti | SouthState Mortgage
      407-608-8071Call NowVisit Website
      Directions
      Financial ServicesMortgagesReal Estate Loans

      1540 International Pkwy Ste 2000, Lake Mary, FL 32746

      From Business: Sharon's professional career started in 2000 in Philadelphia when she entered the Real Estate Industry, helping buyers secure their mortgages. Early in her career, she…

      17. Roberto C Arroyo | SouthState Mortgage

      Roberto C Arroyo | SouthState Mortgage
      407-272-0754Call NowVisit Website
      Directions
      Financial ServicesMortgagesReal Estate Loans

      1540 International Pkwy Ste 2000, Lake Mary, FL 32746

      From Business: If you are purchasing your first home, building your dream home, refinancing or anything in between, SouthState is here for you. We have a variety of mortgage loan programs and…

      18. Chris Gonzalez | SouthState Mortgage

      Chris Gonzalez | SouthState Mortgage
      321-444-7700Call NowVisit Website
      Directions
      Financial ServicesMortgagesReal Estate Loans

      1540 International Pkwy Ste 2000, Lake Mary, FL 32746

      From Business: During his career in mortgage, Chris has guided many families through the mortgage process, helping them achieve their goal of homeownership. He holds a Bachelor of Science…

      19. First Horizon Bank

      First Horizon Bank
      407-388-6140Call NowVisit Website
      Directions
      Financial ServicesInternet BankingBanks

      7090 County Road 46a, Lake Mary, FL 32746

      CLOSED NOW:Closed

      From Business: Big bank reach. Small bank roots. A powerful network of banking centers, ATMs and online tools. With local decision makers big banks often overlook. When the best of big meets…

      YP
      161 Years
      in Business

      20. Edward Jones - Financial Advisor: PJ Anderson

      Edward Jones - Financial Advisor: PJ Anderson
      407-302-1508Call NowVisit Website
      Directions
      Financial ServicesInvestmentsFinancial Planning Consultants

      142 W Lakeview Ave Ste 2000, Lake Mary, FL 32746

      From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

      YP
      103 Years
      in Business

      21. Seminole Moneytree Inc

      Seminole Moneytree Inc
      407-323-8990Call NowVisit Website
      Directions
      Financial ServicesMortgages

      2882 W Lake Mary Blvd, Lake Mary, FL 32746

      CLOSED NOW:

      From Business: Established in 1986, Seminole Moneytree Inc. is one of the oldest licensed mortgage lenders and business management consultants in the Lake Mary area. Based in Lake Mary, Fla.,…

      YP
      21 Years
      in Business

      23. Edge Home Financing

      Edge Home Financing
      407-604-6245Call NowVisit Website
      Directions
      Financial ServicesMortgagesReal Estate Loans

      165 Middle St Ste 1101, Lake Mary, FL 32746

      OPEN NOW:8:00 am - 7:00 pm

      From Business: Whether you're buying, selling, refinancing, or building your dream home in Florida, you have a lot riding on your loan specialist. Since market Florida conditions and mortgage…

      24. Alconbury Trust LLC

      Alconbury Trust LLC
      321-363-1526Call Now
      Directions
      Financial ServicesFinancial Planning ConsultantsInvestment Advisory Service

      605 S Country Club Rd, Lake Mary, FL 32746

      CLOSED NOW:

      From Business: As a British Expatriate living in the USA, Alconbury Trust can help you transfer your frozen UK pensions into an offshore pension (QROPS) and manage your pension investments.…

      YP
      12 Years
      in Business

      25. Mariner Finance

      Mariner Finance
      407-321-9935Call NowVisit Website
      Directions
      Financial ServicesFinancing ServicesLoans

      601 Weldon Blvd Ste 129, Lake Mary, FL 32746

      CLOSED NOW:

      From Business: Mariner Finance, serving communities since 1927, offers secured and unsecured personal loans with a fixed monthly payment and a fixed interest rate to help make it easier to…

      YP
      29 Years
      in Business

      26. McCoy Federal Credit Union

      McCoy Federal Credit Union
      407-855-5452Call NowVisit Website
      Directions
      Financial ServicesBanksCredit Unions

      3540 N Us Highway 17 92, Lake Mary, FL 32746

      From Business: McCoy Federal has been providing a full range of personal and business financial products and services to their members since 1954. We pledge to provide, through safe and sound…

      YP
      71 Years
      in Business

      27. Addition Financial Credit Union

      Addition Financial Credit Union
      407-896-9411Call NowVisit Website
      Directions
      Financial ServicesMortgagesCredit Unions

      1000 Primera Blvd, Lake Mary, FL 32746

      CLOSED NOW:

      From Business: Founded in 1937 by 23 educators, Addition Financial serves more than 155,000 members. Addition Financial is a member-owned, not-for-profit financial cooperative, offering…

      YP
      88 Years
      in Business

      28. Terry Raines - Truist Mortgage Loan Officer

      Terry Raines - Truist Mortgage Loan Officer
      407-463-5044Call NowVisit Website
      Directions
      Financial ServicesMortgages

      4240 W Lake Mary Blvd, Lake Mary, FL 32746

      CLOSED NOW:Closed

      From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates,…

      29. Christopher James Wyatt - Truist Mortgage Loan Officer

      Christopher James Wyatt - Truist Mortgage Loan Officer
      407-739-2265Call NowVisit Website
      Directions
      Financial ServicesMortgages

      4240 W Lake Mary Blvd, Lake Mary, FL 32746

      CLOSED NOW:Closed

      From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates,…

      30. Ricardo Asencio - Truist Mortgage Loan Officer

      Ricardo Asencio - Truist Mortgage Loan Officer
      407-967-7408Call NowVisit Website
      Directions
      Financial ServicesMortgages

      4240 W Lake Mary Blvd, Lake Mary, FL 32746

      CLOSED NOW:Closed

      From Business: At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates,…

      We found 660 results for Financial Services in or near Lake Mary, FL.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Loans. 90 of these businesses have an A/A+ BBB rating. 22 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Winter Park, Maitland Center, and Deltona Lakes. These businesses offer their services in one-or-more of the following languages: Spanish, French, and Portuguese.