Skip to main content
  (561) 689-6775  tonylofaso@palmplanninggroup.com Free Risk Analysis   What is your Portfolio Risk?

Palm Planning Group | Retirement & Financial Planning

Palm Planning Group | Retirement & Financial Planning
  • Home
  • About
  • Our Services 
    • Financial Fees
  • Resources 
    • Calculators
    • Special Needs Planning
    • Useful Websites
    • Blog
  • Contact
  • Client Logins

    You are here

  1. Home
  2. Contact

Contact

Anthony M. Lofaso, CFP®, CLU®, RICP®, ChSNC®

Wealth Manager

(561) 689-6775
tonylofaso@palmplanninggroup.com

Alejandro Lofaso

Investment Advisor Representative

(561) 689-6775
(561) 689-9710

Office Address

5652 Corporate Way
West Palm Beach, Florida
33407 United States

 

5652 Corporate Way, West Palm Beach, Florida 33407 United States

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   5652 Corporate Way, West Palm Beach, Florida 33407
  •   (561) 689-6775
  •   tonylofaso@palmplanninggroup.com

Contact us

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.

© 2020 Palm Planning Group. All rights reserved.

Website Design For Financial Services Professionals