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Pm Paul D.J. Morgis, CFP®, Ch FC, MBA
CERTIFIED FINANCIAL PLANNER™ professional

Managing Financial Success
Insurances, Investments, Benefits, Estate Preservation, Financial Planning

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Pm Paul D.J. Morgis, CFP®, Ch FC, MBA CERTIFIED FINANCIAL PLANNER™ professional
1700 South Florida Ave. Floor 2
Lakeland, FL 33803
Phone: 863-603-7081
Fax: 863-686-2769
pmorgis@pfginc.com
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About Us

  • Our Firm
  • Our Location
  • Our Services
  • Our Qualifications
  • Ask for our CD's on various topics
  • Questions to Ask
  • Practice Details
  • Marks of Quality
  • CFP® Professional
  • Featured Links
  • Tell A Friend

About Us

  • Our Firm
  • Our Location
  • Our Services
  • Our Qualifications
  • Ask for our CD's on various topics
  • Questions to Ask
  • Practice Details
  • Marks of Quality
  • CFP® Professional
  • Featured Links
  • Tell A Friend

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Contact Us

Pm Paul D.J. Morgis, CFP®, Ch FC, MBA CERTIFIED FINANCIAL PLANNER™ professional
1700 South Florida Ave. Floor 2
Lakeland, FL 33803
Phone: 863-603-7081
Fax: 863-686-2769
pmorgis@pfginc.com
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