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“I met Lynn about 17 years ago. She is very professional and trustworthy. She has assisted me with a family trust that had a lot of problems. She has now resolved everything to date. She has also advised myself and family members of financial strategies that work best for our personal situations. I highly recommend her for any financial and tax advice.”
Financial Advising
Financial Advising
“It's nice to have a new location here in lakeland, beats having to drive to Orlando or Tampa. As someone who used to be on TD Ameritrade, the switch over to Schwab was done well, Bravo.”