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 estate planning, retirement planning, and business transition or corporate structure planning for business clients.

Joe Bonaccorsy is a Certified Financial Planner who serves as a fiduciary. He utilizes a 3-bucket approach designed to help clients build wealth while taking the least amount of risk to reach retirement goals. The firm uses technology to assess the risk of assets and align them with personal risk scores. Investment planning focuses on using technology and money managers that prioritize risk management. The planning process incorporates research, math, and historical data to build plans intended to minimize taxes and risk. Additional areas of focus include reducing income taxes, guaranteed return annuities, and creating tax-free retirement nest eggs.

Joe Bonaccorsy is a Certified Financial Planner recognized by the Consumers Research Council as one of America's Top Financial Planners. He provides financial planning and risk management services in Lakeland, FL.

The office sits on Florida Ave S, just steps from South Florida Avenue and West Main Street. It is located about 0.1 miles from Munn Park and the Downtown Lakeland Post Office.

BizScoreAI gives CORE Wealth Advisors a Schema and Structure score of 100 out of 100. This excellent rating means the website uses structured data and clear headings so AI assistants and search engines understand the business and its offerings. The firm also achieves a Performance score of 98 out of 100. This excellent result shows the site loads quickly, which keeps visitors on the page and helps with search engine ranking.