Local Spotlight: CPS Investment Advisors

cps_groups122015_0017
James M. Luffman CPA/PFS, PARTNER – Peter C. Golotko CPA/PFS, MBA, PRESIDENT – Michael A. Riskin CPA/PFS, CFP®, MST, CORPORATE OFFICER, FINANCIAL PLANNING SPECIALIST

This week for S&D Real Estate Services local spotlight  we will take a look at CPS Investment Advisors, located in the heart of Downtown Lakeland at 205 East Orange Street.

CPS Investment Advisors began right here in Lakeland, Florida in 1975, by Chas P. Smith. In the beginning, they offered traditional tax and accounting services with the focus on educating clients about money and financial independence. Today CPS Investment Advisors has grown substantially and they now cover a wide range of investment and money management services.

Sherrie Morgan the Director of Marketing and Public Relations stated “We believe that building trusting and long-lasting relationships with our clients is the key to crafting comprehensive financial plans that deliver long-term security and success. We are fiduciaries and always have our clients best interest at heart. Lakeland is a great place to grow a business because there is a collaborative effort to inspire progress.”

img_3416Not only does CPS serve as an investment and money management firm, they also donate to over 20 different charities here in Lakeland. Some include the Polk Museum of Art, SPCA, Toys for Tots, Church of the Resurrection, and Florida Southern College to name a few. Their website states: “We believe in giving back to the community that has supported us for more than 35 years.”

Being the money experts that they are we asked them to give their opinion on the current housing market. “Owning rental properties can be a great part of a diversified portfolio. Interest rates are still at historic lows, so it’s a great opportunity to get a fixed rate for even a personal residence.” Sherrie replied. Since interest rates are at “historic lows”  it is a great time to buy a house, contact us today so we can begin the search for your dream home. 

Also, CPS Investment Advisors was just awarded the Best Financial Firm in Lakeland from The Ledger, so they are the perfect people to call for a free review of your financial plan and tax situation. Click Here to get in contact with CPS Investment Advisors today!

Next week, for our Local Spotlight we will take a look at YLakeland and find out why Lakeland is the next up-and-coming city!

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s