DATE: ___________________ TIME: ___________________
___ Mall - 1090 Wedgewood Estates Blvd, Lakeland, FL 33809
___ North Lakeland - 7301 US Hwy 98 N, Lakeland, FL 33809
___ Hollingsworth - 3008 Florida Ave S, Lakeland, FL 33803
___ Harden - 2100 Harden Blvd, Lakeland, FL 33803
Freedom Financial Group is the authorized investment advisor team for MIDFLORIDA Credit Union. We travel to the branch to meet specifically with you. In order to ensure that we are prepared for the appointment, we will call, email, and/or text to confirm the appointment purpose, date and location. Our goal is to be as prepared as possible to meet your needs.
Phone Calls: If you receive a call/email from our office, it would come from the following individuals:
Brandon Singer - Certified Financial Planner
Direct Phone: 812-568-8161
Kimberly Shirk - Financial Advisor and Assistant to Brandon Singer
Direct Phone: 812-454-3313
Bruni Mistretta - Registered Assistant to Brandon Singer
Direct Phone: 407-748-8733
Text Messaging: We use a secure approved text messaging service for the convenience of our clients. Our text phone number is 407-250-1440. The first time that we engage in text messaging, you must simply type the word "Accept" to allow us to text back with you.
Investment options for high savings balances / Maturing CDs
Financial questions after the death of a loved one
Any financial or investment question on your mind
Getting your financial situation organized doesn’t have to be complicated. We’ll explain your options and help simplify your financial picture so you have more clarity and confidence in your financial future, not less. Please ask questions. We love questions!