Pat Cain Wealth Solutions is a Lake Wales-based financial planning firm that has been serving clients for over 25 years. With a relationship-driven approach, they prioritize understanding their clients' needs, goals, and concerns to create a customized strategy for a brighter financial future. Whether clients are approaching retirement, living in retirement, building wealth as active families, or going through major life changes, Pat Cain Wealth Solutions offers industry expertise and seasoned objectivity to help achieve their financial goals.
As an independent firm, Pat Cain Wealth Solutions is not affiliated with any registered broker dealer and provides investment advisory services through Raymond James Financial Services Advisors, Inc. Their team of experienced professionals offers informed advice and consistent, courteous service to clients from all walks of life. With a focus on people over products, they aim to help clients navigate their financial lives with confidence and clarity, ensuring a happy and comfortable life.
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