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  • Paul D. J. Morgis, CFP ®, Ch FC, MBA, CERTIFIED FINANCIAL PLANNER ™ Professional

  • 200 Lake Morton Dr. 2nd FloorLakeland, Florida 33801
  • Phone: 863-603-7081
  • Fax: 863-686-2769

We are located on beautiful Lake Morton Drive in a red brick building.  It is one block off of South Florida Ave. Lakeland, Florida, taking Cetera Advisors Network near downtown.