Edward Jones - Financial Advisor: Lana Light, CFP®|CRPC™ - Orlando, Florida

Discover Financial Wisdom with Lana Light, CFP®|CRPC™

When seeking expert financial guidance, Edward Jones - Financial Advisor: Lana Light stands out as a beacon of knowledge in Orlando, Florida. Located at 7569 W Sand Lake Rd, Orlando, FL 32819, Lana Light offers a personalized approach to financial planning, ensuring that each client's unique needs and goals are met with precision and care. With a phone number 407-352-3528 readily available, Lana is just a call away to help navigate the complex world of finance.

Key Highlights

• Specialties: As a Certified Financial Planner® and CRPC™ professional, Lana specializes in financial consulting, broker services for finance and investments, and stock brokering.
• Accessibility: The office is wheelchair accessible, complete with an accessible entrance, parking lot, and restroom, ensuring a comfortable experience for all clients.
• Appointments Recommended: To make the most out of your visit, Lana recommends scheduling an appointment in advance.

About Lana Light

Lana Light is celebrated for her profound expertise and market acumen. Clients appreciate her ability to create tailored financial plans that accommodate any budget, making sophisticated financial strategies accessible to everyone, regardless of their financial background or health.

Client Testimonials

Reviews on Google My Business speak volumes about Lana's exemplary service. Clients describe her as a wealth of knowledge, mastering her craft with a deep understanding of market fluctuations. Her recommendations are highly sought after, reinforcing the sentiment that when you think of a Certified Financial Planner, Lana Light is who you should be thinking of.

Why Choose Lana Light

• Expertise in financial planning tailored to individual needs.
• Accessible location with consideration for all clients' needs.
• Positive client feedback highlighting her knowledge and personalized service.

For those looking to harness financial expertise and steer their financial future with confidence, Lana Light is an invaluable resource. With an average opinion rating of 5/5, it's clear that Lana's commitment to her clients' financial well-being is unwavering.

Taking the Next Step

Ready to take control of your financial destiny Visit Edward Jones to learn more about Lana Light and her services. Don't miss the opportunity to schedule a consultation and embark on a journey towards financial clarity and security. Lana Light is more than an advisor; she's your partner in building a prosperous financial future. Contact her today through the provided website to set the stage for your financial success story.

👍 Reviews of Edward Jones - Financial Advisor: Lana Light, CFP®|CRPC™

Bryan T.

5/5

Lana is a wealth of knowledge. Someone who has mastered their craft with a firm understanding of the market and how to maneuver its ups and downs. Highly recommend to anyone, regardless of financial experience/health. She will help create a plan that makes sense no matter the budget. When you think of a Certified Financial Planner, think Lana Light.

Christine M.

5/5

Lana is a gem! When I met Lana at the Woman’s show, I already had a financial advisor but wanted to see what she had to offer with Edward Jones out of curiosity. I’m not one for making a change but after seeing how perfectly persistent she was (not at all over bearing) but just enough to let me know that she was interested, cared and would be there to meet my needs (something I didn’t have with my present advisor at the time who I’d been with for many years) I was very impressed and knew I needed to have Lana take over as my new advisor. Not only is Lana very knowledgeable, professional, patient, willing to teach you, keep you informed, does a fantastic job but I trust her completely and she cares, actually cares and for that, I’m truly grateful, I only wish I would have met her years ago. I finally feel financially secure with Lana as my advisor knowing whatever can be done to increase my portfolio, as safe as possible, will be and managed with the upmost integrity, knowledge and professionalism. Lana is just an all around nice and genuine person and I’m so thankful now to have her as my advisor!!

Jennifer R.

5/5

Lana is fantastic! Along with being very well-educated and knowledgeable about investing, she has a wealth of knowledge to help small business owners with tax strategies, succession planning, and employee retention strategies. She's well-rounded enough to serve a beginning investor, like my 21-year-old daughter, or someone who has built their portfolio and is nearing retirement. She has both a passion for helping her clients achieve financial freedom and success and compassion for the challenges they face along on the journey. I couldn't imagine anyone else I'd refer my friends and family to - if you're looking for a great advisor, you've found her.

Daniel R.

5/5

Thank you Lana for being a lifesaver in my financial world! In the few years Lana has been my financial adviser she has managed to take care of my investments in a very professional and prosperous way. Real Estate has been my trade for many years, and good profits has been made. The ROI on real estate is considered a great way to grow your fortune. After partnering up with Lana I now see greater results trusting her skills and knowledge 100 % ! And RESULTS are now without the hassle of tenants, ongoing maintenance, property taxes and home insurances. My highest recommendation for this professional and caring Financial Advisor Lana Light!! I trust her with my life : )

Olivia H.

5/5

Lana is an excellent financial advisor. I was very new and very nervous to start investing but she has not only reassured me along the way, but has also educated me about investing. She is very patient and knowledgeable and makes sure I understand the process and where my money is being invested. She available to answer questions and is very professional. As an accountant I have been introduced to many financial advisors, but Lana is different and I would highly recommend her.

Lenies C.

5/5

Lana Light is one of the most caring, attentive, selfless, and professional person I have ever dealt with. She knows the market and creates portfolios based on your needs which also includes any fear you may have moving forward. She introduces ideas and her perspectives on what you can do with other investments even when it doesn’t pertaining to the market. She follows up with each individual every year with a fully prepared list of questions that helps her complete your future portfolio leaving you with peace of mind that your money is in good hands. She is a true asset!!

Ed H.

5/5

I found Lana to be very knowledgeable, professional and an expert creating customized portfolios to help her clients meet their specific needs and goals. She is very easy to talk to and she took her time to fully understand my entire financial outlook past, present and future.

Mary L.

5/5

I met Lana at a Woman’s Show. I wasn’t even her client but I stopped and asked her a question. She kept my contact information and stayed in touch. I eventually moved my Fidelity account over to her. She is very responsive to the changing market and takes her time to explain whatever I need. She has been amazing to work with and my growth is so much better than it ever was at Fidelity. I highly recommend Edward Jones and especially Lana Light.