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Intentional WealthFinancial advisor in Winter Haven, FL

Intentional Wealth is a financial advisor at 1502 Dundee Rd, Winter Haven, FL 33884, rated 5.0 from 2 Google reviews. Open Monday to Thursday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Winter Haven, FL0 paid placements in any rankingHow we rank

Call (863) 577-3250Website ↗

Key facts

Key facts about Intentional Wealth
Address1502 Dundee Rd, Winter Haven, FL 33884Get directions
Phone(863) 577-3250
Websiteintentional-wealth.com
HoursMonday to Thursday: 8 AM – 5 PM
Google rating5.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Winter Haven and 10 towns within 25 miles: Auburndale, Haines City, Lake Wales, Highland City, Bartow, Lakeland, Lakeland Highlands, Poinciana, Four Corners and Citrus Ridge.

Based in Winter Haven, FLView on map

Opening hours

Opening hours for Intentional Wealth
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
FridayClosed
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Intentional Wealth

What are Intentional Wealth’s hours?

Intentional Wealth is open Monday to Thursday. Its listed hours are Monday to Thursday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Intentional Wealth serve?

Serves Winter Haven and 10 towns within 25 miles: Auburndale, Haines City, Lake Wales, Highland City, Bartow, Lakeland, Lakeland Highlands, Poinciana, Four Corners and Citrus Ridge. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Intentional Wealth?

Intentional Wealth has a rating of 5.0 from 2 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Intentional Wealth?

Call Intentional Wealth on (863) 577-3250. The business is at 1502 Dundee Rd, Winter Haven, FL 33884. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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