Edward Jones - Financial Advisor: Casey Floyd, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Insurance needs

About

Casey Floyd is a Certified Financial Planner (CFP®) and financial advisor based in Lake Wales, Florida. He provides personalized financial planning and investment guidance to clients in the area. Edward Jones, where he is affiliated, offers a comprehensive range of services including retirement planning, education savings strategies, and insurance needs. Casey focuses on helping individuals and families achieve their financial goals through tailored investment solutions.

Reviews

Location

Business Information