Financial Services

Asencio Financial Group, LLC
P.O. Box 212761
Royal Palm Beach, FL 33421
(561) 506-1098
Freddy Asencio
Damante Katz Wealth Management Group, UBS Financial Services, Inc.
525 Okeechobee Blvd, Suite 1500
West Palm Beach, FL 33401
561-659-9563
www.ubs.com/team/damantekatz
Financial Planning, Investments, Insurance
Robert C. Damante, CFP® | CERTIFIED FINANCIAL PLANNER™ | Financial Advisor
David Lerner Associates
568 Yamato Rd Third Floor
Boca Raton, FL 33431
561-226-4585
http://www.davidlerner.com
Lynn Stebbins
First Citizens Bank
4280 Professional Center Dr
Palm Beach Gardens, FL 33410-4280
(561) 253-8142
http://www.firstcitizens.com
Scott Powers
Guardian Credit Union
3469 Summit Blvd
West Palm Beach, FL 33406
(561) 686-4006 ext. 1143
http://www.GuardiansCU.coop
Patrick Shandorf
Northwestern Mutual
250 S. Australian Blvd, Suite 1601
West Palm Beach, FL 33401
561-284-8130
Robert Kelly
Palm Planning Group
5652 Corporate Way
West Palm Beach, Florida 33407
561.689.6775
http://www.palmplanninggroup.com
Finance/Financial Planning/Wealth Management/Insurance
Alejandro & Tony Lofaso
PNC Bank
412 Lucerne Avenue
Lake Worth, FL 33460
(561) 585-5181
http://www.pnc.com
Bob Wallace, Vice President
Prudential Advisors
560 Village Blvd. Suite #100
West Palm Beach, FL 33409
(561) 207-3164
Stephanie Kurland
Superior Commercial Funding, Inc.
760 U.S. Highway 1 Suite #303
North Palm Beach, FL 33408
561-626-3420
www.superiorcommfund.com
Lisa Filice