CPS Investment Advisors - Lakeland, Florida

About CPS Investment Advisors

CPS Investment Advisors, located at 205 E Orange St #310, Lakeland, FL 33801, stands out as a reliable financial planning service provider. With a phone number 36881725 and a user-friendly website cpsinvest.com, they offer a comprehensive approach to financial planning tailored to individual needs. The firm's commitment to accessibility is evident, with a wheelchair accessible entrance, parking lot, and restroom, ensuring a comfortable experience for all clients.

Key Features and Services

The core specialty of CPS Investment Advisors is providing expert financial planning. Their services likely encompass a broad spectrum of financial advice and strategies aimed at securing clients' financial futures. Given their specialties in financial planning, clients can expect personalized advice on investments, retirement planning, estate planning, and more. The company encourages appointments, suggesting a thoughtful approach to client interactions and the importance of personalized service.

Accessibility and Convenience

For those who value convenience and accessibility, CPS Investment Advisors checks multiple boxes. Their location is not only easily reachable but also fully wheelchair accessible, making their services inclusive and accessible. This consideration for clients with mobility issues demonstrates a genuine commitment to serving a diverse clientele. The recommended appointments further enhance the professional and structured nature of their service offerings.

Client Opinions and Ratings

Client feedback plays a crucial role in understanding the quality of service offered by CPS Investment Advisors. With 9 reviews on Google My Business, the average rating stands at a solid 4 out of 5. Positive remarks often highlight the friendly atmosphere and valuable networking opportunities at events, such as the Behind The Scenes event, which was described as "fabulous" with "lots of friendly people and network connections." These insights suggest that clients not only appreciate the financial advice but also value the community and informational aspects of working with CPS Investment Advisors.

Recommendations for Potential Clients

For anyone considering financial planning services in Lakeland, FL, CPS Investment Advisors presents a compelling option. Their highly rated services, combined with their commitment to accessibility and inclusivity, make them a standout choice. Potential clients are encouraged to:

- Schedule an appointment to discuss their financial goals and receive personalized advice.
- Explore their website cpsinvest.com for more detailed information about their services and how they can benefit from their expertise.
- Take advantage of their welcoming environment, designed with accessibility in mind, ensuring that all clients feel comfortable and valued.

Contact CPS Investment Advisors

Ready to take control of your financial future Visit their website cpsinvest.com to learn more or call them directly at 36881725 to schedule a consultation. Don't miss the opportunity to experience their professional approach and the supportive, accessible environment they offer. Your financial future deserves the best planning, and CPS Investment Advisors might just be your key to achieving it.

👍 Reviews of CPS Investment Advisors

Tierra W.

5/5

I had a fabulous time at the Behind The Scenes event. Lots of friendly people and network connections. Very informative and and fun

Dani B.

5/5

I love CPS Investment Advisors! Tony Corrao is my go-to guy, and he spent a lot of time understanding my situation and educating me before I even became a client, though all of the advisors that've come in contact with are highly skilled and quick to respond. I love how much CPS gives back to the community and how they always put integrity over profits. If you are either a brand-new or seasoned investor or just someone who wants to have a better understanding of what your options might be, give them a call.

Deanna L.

5/5

CPS has the friendliest staff! John not only listens to your needs and questions, but he intentionally takes the time to research and sees how he can be of assistance. Highly recommend this company!

Laura B.

5/5

Always friendly, informed regarding my accounts and any needs. Really have a good time at these meetings. CPS takes very good care of me.

Andy R.

1/5

I emailed my advisor with specific instructions on my IRA and they were not followed. I lost all my earnings !

jan J.

1/5

DO NOT USE THIS COMPANY. Theyovercharge for their service and have no good financial advice.

Steve J.

5/5

Smart folks working hard for their customers.

Brice H.

5/5

An excellent financial advisor!!