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Robert R. Dufresne

CFP®

President 11.02 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Lake Wales, Florida and the surrounding communities.

Planned Financial Security

10203 Jim Edwards Rd
Haines City, FL 33844
(863) 588-7000

Anthony P. LoCascio

CFP®

President 11.32 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Lake Wales, Florida and the surrounding communities.

Bishop Ortiz & LoCascio Assoc

301 Avenue K SE
Winter Haven, FL 33880
(863) 299-5651 x3