Anthony P. LoCascio,  CFP<sup>&reg;</sup> - Financial Advisor

Anthony P. LoCascio, CFP®

President

Bishop Ortiz & LoCascio Assoc

301 Avenue K SE
Winter Haven, FL 33880
FINANCIAL ADVISOR'S WEBSITE
(863) 299-5651 x3

General

Anthony LoCascio is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bishop Ortiz & LoCascio Assoc in Winter Haven, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Florida
  • Health/disability insurance: Florida
  • Fixed annuities: Florida
  • Variable annuities: Florida

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Sudden Wealth

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