Find the Certified Financial Planner™
Who's right for you.

Jim Casey, CFP®

LPL Financial

2924 Davie Road
Suite 203
Fort Lauderdale, FL 33314
Phone: (954) 327-1511
Fax: (954) 327-9781

Toll-free: (800) 992-6520

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Arbitration & Mediation
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Business Taxes
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Women's Finances

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.