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Tax forms coming soon: Be prepared by having MIDFLORIDA's routing number and your account number ready.

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COMING SOON: A new branch is coming to Winter Park!

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wealth planning

Comprehensive wealth planning for a secure future

Whether you're preparing for retirement, funding education, or managing investments, our personalized services help you navigate every step.
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oVERVIEW

Tailored Solutions to Build, Protect, and Grow Your Financial Legacy

We understand that effective wealth planning goes beyond just saving money—it's about securing your financial future and achieving your long-term goals. Explore our wide range of solutions, all designed to give you peace of mind for tomorrow.
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Certificates

Grow your savings with secure certificate options that offer competitive earning potential and fit your long-term goals.
Certificates
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IRA's

Saving for retirement can be easy with the tax advantages and flexibility of an IRA.
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Investment Services

Unsure how to start investing or wondering what options best fit your needs? Let a professional help.
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Retirement Planning

Whether retirement is right around the corner or decades away, it's never too late to start planning. 
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Education Planning

Save for higher education expenses with a strategy tailored to your personal goals.
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Trust Services

Plan for the future with support from Southeast Trust Company. Their advisors can help you with estate planning, personal trusts, and charitable trusts while taking time to understand your goals and guide you through each step.
Trust Services

Still Have Questions?

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