Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Casey Floyd, CFP®|ChFC®
151 E Central Ave, Lake Wales, FL
33853, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Casey Floyd, CFP®|ChFC®
What services does Edward Jones - Financial Advisor: Casey Floyd offer?
They offer financial advising, investment management, investment funds, and stock broker services.
What specialties does Casey Floyd focus on?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Casey Floyd?
You can schedule an appointment online at https://www.edwardjones.com/us-en/financial-advisor/casey-floyd/contact/.
What are the office hours for Edward Jones - Casey Floyd?
The office is open by appointment only on Saturdays and Sundays and during regular business hours other days.
Where is Edward Jones - Casey Floyd located?
They are located at 151 E Central Ave, Lake Wales, FL 33853, USA.
What languages are spoken by financial advisor Casey Floyd?
English is spoken at this office.
Is there a nearby mortgage broker I can visit before or after meeting Casey Floyd?
Yes, Ridge View Mortgage, a mortgage broker and financial service provider, is nearby for your mortgage needs.
Can I visit a local law firm close to Edward Jones - Casey Floyd?
Yes, Ouellette Law Firm PA, specializing in personal injury law and legal services, is located nearby.
Are there any places to relax or get a massage near Edward Jones - Casey Floyd?
Massage Is Therapy, a spa offering holistic health services, is close by for relaxation after your financial consultation.
What nearby educational institutions are close to Edward Jones - Casey Floyd?
Polk State College Lake Wales and Polk State College - JD Alexander Center are nearby for those interested in further education opportunities.