Financial Advisory & Wealth Management
Waller & Wax Advisors Inc.
Tampa wealth management and financial planning for families at every stage of life
- Location
- Tampa
- Languages
- English
Story
Waller & Wax Advisors is a Tampa-based wealth management team led by CEO Jon Wax, CFP. The firm sees itself as a long-term partner for families, combining the experience of its advisors to deliver personal, caring guidance and to help clients build a financial legacy that lasts for generations.
Products & services
Personalized wealth management and financial planning for every life stage: building savings habits, growing wealth as a family expands, preparing for retirement, enjoying retirement income, and legacy planning for heirs. Investment and advisory services offered through Raymond James. Free first consultation.
Location
3010 W. Azeele St. Suite 120, Tampa, FL, 33609
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