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Home > Financial Planner Directory > Florida > Lakeland > Paul D.J. Morgis, CFP®, MBA, ChFC
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Paul D.J. Morgis, CFP®, MBA, ChFC

Walnut Street Securities

200 Lake Morton Dr
2nd Fl
Lakeland, FL 33801
Phone: (863) 603-7081
Fax: (863) 686-2769

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

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement

 

How Planner Charges

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