Principal Financial Group

140 Fitzgerald Rd Ste 2
Lakeland, FL 33813-2624

863-701-7402

Business Highlights

Kim Andreadis has over 20 years experience providing Financial Services, Tax Management Strategies, Investments, Retirement Strategies, Estate Conservation Insurance and Annuity Products, Mutual Funds, Annuities, Bonds, College Savings, Legacy Planning, Charitable Gift Giving, 401K, SEP, SIMPLE, Roth Conversions, Defined Benefit Plans, Profit Sharing Plans, Life & Health Insurance Plans, Group Benefits, Empowering Women seminars

Languages Spoken

English

Special Services Offered

Personalized Financial Analysis

Services Offered

Financial Planning, Individual Retirement Programs, Profit Sharing Plans, College Planning, Pension Plans, Business Consultation, Retirement Planning, Corporate Retirement Programs, Small Business Specialists, Estate Planning, Investment Management

Customers Served

Commercial, Not-For-Profit Organizations, Corporations, LLCs / LLPs, Estates, Small Businesses, Individual

Licenses, Certifications, Accreditations

Chamber Of Commerce Member, Certifed Investment Retirement Advisor, (IRA) Mulberry Chamber of Commerce, American Business womens association, Million Dollar Round Table , National Association of Life Insurance and Financial Advisors.

Products Offered

Pension Plans / 401K Plans / Other Employer Plans, Public Stocks / Mutual Funds / Bonds, Non-Smoker Discount

Services Offered

Estate Planning, Financial Planning Services, Insurance Coverage

Customers Served

Agricultural, Business, Individual, Institutional, Residential, Commercial

Specialty

Long-Term Care Coverage, Medicare Supplemental Insurance, Income Insurance, Dental Insurance, Group Life Insurance, Life Insurance, Disability Insurance, Individual Coverage

Licenses, Certifications, Accreditations

A++ Rated Insurance Company, Licensed Agents, Professional Insurance Agents

Areas Served

State