The Three Lakes Group of Truist Investment Services, Inc. The Three Lakes Group of Truist Investment Services, Inc.

The Three Lakes Group of Truist Investment Services, Inc.

Truist Investment Services, Inc.

15375 US Highway 441

Eustis, FL 32726

threelakesgroup@truist.com

Phone 352-308-3447

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Who we are

The Three Lakes Group of Truist Investment Services, Inc. is a team of experienced financial professionals dedicated to helping clients pursue their long-term financial goals. Our primary focus is on developing and managing customized investment strategies tailored to each client's unique needs and risk tolerance. Our disciplined process begins with a thorough assessment of a client’s current financial situation, followed by the creation of a personalized investment plan. 

 With over 100 years of combined experience, our team members possess the knowledge to deliver guidance and support. We believe our client's diverse financial needs are best served by a collaborative approach, combining the strengths of our multidisciplinary team. Our dedicated Client Service Associates provide ongoing support to ensure seamless communication and attention to detail. 

Through regular communication and periodic review of financial goals, we are committed to helping our clients throughout their financial journey.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

The Three Lakes Group of Truist Investment Services, Inc. is a team of experienced financial professionals dedicated to helping clients pursue their long-term financial goals. Our primary focus is on developing and managing customized investment strategies tailored to each client's unique needs and risk tolerance. Our disciplined process begins with a thorough assessment of a client’s current financial situation, followed by the creation of a personalized investment plan. 

 With over 100 years of combined experience, our team members possess the knowledge to deliver guidance and support. We believe our client's diverse financial needs are best served by a collaborative approach, combining the strengths of our multidisciplinary team. Our dedicated Client Service Associates provide ongoing support to ensure seamless communication and attention to detail. 

Through regular communication and periodic review of financial goals, we are committed to helping our clients throughout their financial journey.

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