| 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 |
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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.
Connect to Florida Traditions Financial Services
Securities, Investment Advisory Services and Insurance products are offered through LPL Financial and its affiliates, member FINRA/SIPC and a registered investment advisor. Florida Traditions Bank and Florida Traditions Financial Services are not registered brokers/dealers, nor are they affiliated with LPL Financial. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
- Not a deposit
- Not FDIC insured
- Not insured by any federal government agency
- Not guaranteed by the bank
- May go down in value.
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This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. |
