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Featured Business Financial Advisor in West Palm Beach, FL
West Palm Beach Financial Advisors
Palm Planning Group
5652 Corporate Way
West Palm Beach, FL 33407
(561) 689-6775
Advisor Profile
Anthony Lofaso CFP®, CLU®, RICP®, ChSNC®
Name:  Anthony Lofaso CFP®, CLU®, RICP®, ChSNC®
Website:  Visit Website
Disclaimer

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).Palm Planning Group and JWC/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, whose identities and associations with Palm Planning Group, which are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

About Palm Planning Group

Palm Planning Group provides wealth management services to simplify your financial life. Acheive your goals with our fiduciary focused financial planning services.
 

General Information

States Willing to do Business in:    Boynton Beach,Delray Beach,Hobe Sound,Jupiter,Lake Worth,Loxahatchee,North Palm Beach,Palm Beach,Palm Beach Gardens,Wellington,West Palm Beach,Royal Palm Beach
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Insurance License#:    A157382
Number of Years with Current Firm:    5
States Licensed in:    Florida
Firm CRD#:    124583
CRD#:    711251
Foreign Languages Serviced:    Spanish
Years of Experience in Financial Services:    39
 

Services

I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home, Video Conference
Investment Types:    Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI), Professional money managers
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Disability, Group Health
Securities Licenses:    Series 6, Series 7, Series 63, Series 65
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $100K+
Compensation Methods:    Based on Assets
 
 
 

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