Posted on October 4, 2017 in

Billion Dollar Lakeland Financial Planning Firm Expands in The Villages

The Villages, Florida (September 27, 2017) CPS Investment Advisors has opened its newest location in The Villages, Florida. The investment firm, which serves clients across the country, operates exclusively under a fiduciary standard and provides a comprehensive range of financial services, including financial planning, money management, 401(k) planning, accounting and tax expertise.

The partners and employees of the firm are excited by the opportunity to serve clients in this area.

CEO and partner Peter Golotko is eager to offer the firm’s services to a new market: “When we first started attracting clients from The Villages, we were surprised by the lack of true fiduciary financial planners in the community. We believe that clients deserve the highest level of unbiased, impartial investment advice and financial planning. Opening an office in The Villages will help us provide these services to people who need them the most.”

CPS partner and CPA, Personal Financial Specialist, Jim Luffman says, “We are excited to offer our fee-only investment advisory services to help our clients achieve and maintain financial independence.”

Tony Corrao, CERTIFITED FINANCIAL PLANNER™ professional and financial advisor, says “Opening a location in Palm Ridge Plaza was a natural step to help us be closer to our existing clients, and will allow us to provide financial services for others in the community.”

CPS Investment Advisors has been in the Lakeland, Florida community for decades. The company was founded by Chas P. Smith in 1975 as an independent financial advisory firm. After much internal expansion, CPS now manages more than one-billion dollars in assets.

If you know anyone in The Villages who could benefit from our financial services, they can contact us at (863) 688-1725.