CPS Investment Advisors
- (863) 688-1725
- (863) 688-0692
- Website
- 1509 South Florida Ave, Lakeland, FL 33803
Services Provided
Areas of Expertise
- Estate Planning
- Business Planning
- Cash Accumulation
- Tax Preparation
- Tax planning
- IRS Representation
- Trust Accounting
- Estate, Trust & Gift
- Private foundations
- Limited Partnerships
Basic Information
Qualifications
- Certified Public Accountants
- Personal Finance Specialists
- Registered Investment Advisor
Hours
-
Monday:Not Available
-
Tuesday:Not Available
-
Wednesday:Not Available
-
Thursday:Not Available
-
Friday:Not Available
-
Saturday:Not Available
-
Sunday:Not Available
About Us
Since 1975, we have helped our clients plan for the future and achieve financial independence. We believe that building trusting and long-lasting relationships with our clients is the key to crafting comprehensive financial plans that deliver long-term security and success. Our goal is help our clients make the choice between work and retirement based on desire—not necessity.
We offer low-cost, tax efficient, pooled and separate account management, insurance solutions, trust services, retirement solutions, as well as trading, reporting and compliance.
We also provide our members with continuing education, marketing assistance, on-site visits, and an unparalleled toolbox using state of the art technologies.
As strategic partners to the financial advisory firms, we are dedicated to preserving and maintaining your relationships with your clients. We manage the back room, supporting your wealth management practice to take it to the next level.
