At Florida Traditions Financial Services we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.
Through our partnership with LPL Financial, our clients have access to a wide array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm.
Products and Services
| Stocks & Bonds |
Individual Retirement Accounts |
| Tax Advantaged Investments |
Business Retirement Plans |
| Mutual Funds |
Retirement Planning |
| Annuities |
Education Planning & 529 Plans |
| Insurance Products |
Professional Asset Management |
| Trust Services |
Financial & Estate Planning |
To learn more about these and other investment tools, contact your local FTB branch or our financial consultant Michael Waters, CFP at 352-518-1514 or toll free 888-518-1514.
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BANK Disclosure
Financial Advisors are with, and Securities, Advisory Services and Insurance Products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. Florida Traditions Bank is not a registered broker/dealer. Investments are: Not FDIC insured, may lose value, are not bank guaranteed, and are not obligations of Florida Traditions Bank.