Jason Florey

LPL Financial Advisor

Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets.

I’ve been a financial advisor since 1990, starting with Waddell & Reed who has since been acquired by LPL Financial. As a financial advisor I offer comprehensive financial planning, investments, and access to insurance. Whether you have basic needs or a more complex financial picture, I can help you pursue your goals. My goal is to help you reduce your financial anxiety on your way to your goals.

07/18