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Anthony P. LoCascio, CFP®

Bishop Ortiz & LoCascio Assoc

301 Avenue K SE
Winter Haven, FL 33880-4124
Phone: (863) 299-5651
Fax: (863) 293-6938

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

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.