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Jonathan Wax, CFP®

Waller & Wax Advisors Inc

100 N Tampa St
Ste 2150
Tampa, FL 33602
Phone: (813) 221-1956
Fax: (813) 221-1747

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Household Income Minimum: $0
Investable Asset Minimum: $150,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds

 

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