Trust Officer: Tim Birri

Trust Officer: Tim Birri MY WHY

Working for a major grocery retailer for almost 35 years taught me several things: customer service, budgeting, and meeting goals.

My passion is helping families reach their financial goals by listening to what's important to them, creating tailored strategies and partnering with them for the rest of their life. Although a retirement plan was provided, I found an opportunity with creating a goal for my retirement and ensuring I could meet that goal with my family. This opportunity provided me the understanding of how to trans

ition from the working life to a retirement life. I decided to transition as a financial advisor to combine my passion for investing with helping others. HELPING OTHERS

Whether you're planning for retirement, saving for college, or just trying to protect the financial future of loved ones, we can work together to develop specific strategies to help you achieve your goals. Individuals and families are not alike, nor should your financial strategy. We use an established process to identify where clients are today financially, where they want to go and determine a plan to help them get there. You don't have to do all of this on your own, just give us a call and we will work together through your journey. CONTACT ME

I look forward to helping you work towards your goals.

It’s like the sign is addressing me!
05/27/2025

It’s like the sign is addressing me!

Good morning, everyone! 🍁 Join us at the Bridgewater Fall Festival in Lakeland today from 10-2! Enjoy jump houses, candy...
10/26/2024

Good morning, everyone! 🍁 Join us at the Bridgewater Fall Festival in Lakeland today from 10-2! Enjoy jump houses, candy galore, and great company. See you there! 🎉

Celebrating the heroes who secured our freedoms! From our families to yours, have a safe and happy Independence Day!
07/04/2024

Celebrating the heroes who secured our freedoms! From our families to yours, have a safe and happy Independence Day!

Where did the time go? We now have a child going into 7th grade. She did such an amazing job giving a speech to the gra...
05/31/2024

Where did the time go? We now have a child going into 7th grade. She did such an amazing job giving a speech to the graduating class. Can’t wait to see what’s next!
Thanks to all the teachers and staff at McKeel, they are outstanding in their dedication to ensuring these kids receive the best.

Happy Mother’s Day mi esposa! You are an inspiration! Te amo mucho!
05/12/2024

Happy Mother’s Day mi esposa! You are an inspiration! Te amo mucho!

Had a great time with good friends at the 2024 Business Expo!
05/06/2024

Had a great time with good friends at the 2024 Business Expo!

We had a fantastic night celebrating our achievements last night. I couldn’t ask for a better team to work with!
04/07/2024

We had a fantastic night celebrating our achievements last night. I couldn’t ask for a better team to work with!

Happy Easter from the Birri family. ✝️🐇
03/31/2024

Happy Easter from the Birri family. ✝️🐇

Address

221 E Main Street
Lakeland, FL
33801

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+18636884411

Website

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