Best Financial Planners in Lakeland, Florida
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Lakeland
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-5 of 5 Financial Planners listings in Lakeland, FL · page 1 of 1

Score breakdown
- Financial Planner
- Lakeland, Florida
- (863) 688-9000
- allenuniversity.edu
Allen & Company of Florida, Inc. is a Financial Planner in Lakeland, FL. The firm offers financial planning services to clients in the region, focusing on personalized strategies to help individuals and families achieve their financial goals. With experience...

Score breakdown
- Financial Planner
- Lakeland, Florida
- (863) 904-4745
- corewealthadvisors.com
CORE Wealth Advisors of Lakeland: CORE Wealth Advisors is a Financial Planner in Lakeland, FL, located at 124 Florida Ave S 4th floor. It holds a rating of 5.00 based on 3 reviews. The firm provides asset protection, wealth management, and comprehensive financial planning. Services include...

Score breakdown
- Financial Planner
- Lakeland, Florida
- (863) 802-2400
- wellsfargo.com

Score breakdown
- Financial Planner
- Lakeland, Florida
- (863) 688-6000
- mymerrill.com
Merrill Lynch Wealth Management of Lakeland: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Score breakdown
- Financial Planner
- Lakeland, Florida
- (863) 880-1620
- edwardjones.com
Edward Jones - Financial Advisor: Cris Allen, CWS® is a financial planner in Lakeland, FL, located at 1904 Florida Ave S. The office provides personal financial advice to help clients achieve their goals, with focus areas that include retirement income...
What the Data Shows for Financial Planners in Lakeland
0% of the 5 financial planners we measured in Lakeland reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 31, compared with an average SEO score of 73.
The average Google rating across 5 rated financial planners is 4.9, and the median listing has 4 reviews.
None of the 5 financial planners has been claimed by its owner yet.
Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.
BizScoreAI compares 5 financial planners in Lakeland, Florida by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.
Frequently Asked Questions
How are financial planners in Lakeland ordered on BizScoreAI?
Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.
How many financial planners in Lakeland, Florida does BizScoreAI track?
5 financial planners in Lakeland currently meet the profile-quality bar for this page, with an average BizScore of 51 and a top score of 63.
What does AI Visibility mean for a financial planner?
It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 0% of measured financial planners in Lakeland score 50 or higher.
Is being listed free?
Yes. Every financial planner in Lakeland is listed and scored for free, and claiming a listing is free too.