Edward Jones - Financial Advisor: Casey Floyd, CFP®|ChFC®|CEPA®

Edward Jones - Financial Advisor: Casey Floyd, CFP®|ChFC®|CEPA® Verified by Yext

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151 E Central Ave, Lake Wales, FL, 33853

863-223-2081

863-676-8320

Website

Listed In: Investment Services Firms

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

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Edward Jones - Financial Advisor: Casey Floyd, CFP®|ChFC®|CEPA®
151 E Central Ave, Lake Wales, FL
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Additional Business Details

Business Hours

By Appointment Only on Sundays and Saturdays

Services

Financial Advising, Investment Management, Investment Funds, Stock Broker

Specialties

401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, Traditional IRAs

Languages

English

Email

casey.floyd@edwardjones.com

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