Cultivate Wealth Management

(on east pine street)
Financial and Investment Services in Lakeland, FL
Financial and Investment Services
Financial Services

Hours

Monday
8:30AM - 5:00PM
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

204 East Pine Street
Lakeland, FL
33801

About

At Cultivate Wealth Management, we are focused on cultivating client relationships for the long-term. We spend the time to understand your values and help you make the most informed decisions necessary to cultivate your wealth. We provide Comprehensive Transition Planning for individuals, business owners and entrepreneurs with a specialty in working with those in agriculture and ag-related businesses.

Photos

Cultivate Wealth Management Photo Cultivate Wealth Management Photo Cultivate Wealth Management Photo Cultivate Wealth Management Photo Cultivate Wealth Management Photo

Services

  • Financial Planning
  • Investment Management
  • Pre & Post Cash Flow Planning
  • Estate Planning
  • Trusts and Trust Services
  • Insurance & Annuities
  • Business Succession Planning
  • Banking & Lending Solutions
  • Risk Management

Latest

Cultivate Wealth Management is dedicated to cultivating our client relationships for the long-term. During this time, we know COVID-19 has impacted the lives of so many. We want you to know that we are here for you during this time of uncertainty. Our business operations remain the same but we have decided to suspend all in person client meetings until further notice. To all clients, please reach out as needed. To any prospective clients looking for financial advising during this time, please contact us by following the link below or by sending us a message! https://www.cultivatewm.com/contact
This weekend Cultivate Wealth Management sponsored prizes for the winners of the Grint Tour and Matt took first place! Congratulations!
Retirees often receive discounts at restaurants and other eateries. Sometimes, though, you might get greater satisfaction by sharpening your culinary skills. Consider taking a cooking class, so you can eat well at home too.
Matt facilitating a Client Exclusive Lunch & Learn Zoom presentation yesterday. Our clients enjoyed a first class presentation by Jack Manley of J.P. Morgan. #knowledgeispower #LearnSomethingNewEveryday
It was an honor to participate in, and be a sponsor of, The 2nd Annual Roger Evans Memorial Golf Classic this past Friday. Leverage Ministries works hard all year serving the youth who are at risk in Polk County. Keep up the hard work. Leverage Ministries 18 September at 19:27 · The 2nd Annual Roger Evans Memorial Golf Classic was held today at The Club at Eaglebrooke. What a fun day! Thanks to all of our sponsors and golfers for participating in today’s event. Special thanks to Teri Evans, Roger’s wife, for speaking about his legacy during the awards luncheon. Congrats to Mike Musick Jr. on winning the big raffle prize - a grill donated by Pinch A Penny! All proceeds from the event will go toward our work with at-risk youth in Polk County.
Kindness IS contagious! A virus worth spreading! Spread kindness today by sharing this post or share a story of kindness with us now. #bekindtooneanother #CreateHappiness
Did you know October is National Financial Planning Month? Do you need help with your financial plan? Call us at (863) 686-6600
Gardening checks many boxes: it’s an outdoor activity offering moderate exercise, it can provide nutritious food and beautify your living space, and best of all, it’s a fun hobby with satisfying results.
https://www.scientificamerican.com/article/brain-scientists-tap-secrets-of-staying-healthy-while-aging/
We voted! Have you? Don’t forget to make time to vote today. #ivoted
Have a Spooktacular Day!
Welcome 2021! Happy NEW Year! https://www.cultivatewm.com/
Our Cultivate Wealth Management Family would like to wish you and your family a very Merry and Blessed Christmas. https://www.cultivatewm.com/our-team

Information

Company name
Cultivate Wealth Management
Category
Financial and Investment Services
Est
2013

FAQs

  • What is the phone number for Cultivate Wealth Management in Lakeland FL?
    You can reach them at: 863-686-6600. It’s best to call Cultivate Wealth Management during business hours.
  • What is the address for Cultivate Wealth Management on east pine street in Lakeland?
    Cultivate Wealth Management is located at this address: 204 East Pine Street Lakeland, FL 33801.
  • What are Cultivate Wealth Management(Lakeland, FL) store hours?
    Cultivate Wealth Management store hours are as follows: Mon-Thu: 8:30AM - 5:00PM, Fri: 8:30AM - 4:00PM, Sat-Sun: Closed.