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Home > Financial Planner Directory > Florida > West Palm Beach > David G. Bollis, CPA, CFP®

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David G. Bollis, CPA, CFP®

WTAS LLC

777 S. Flagler Dr.
Suite 1700-West
West Palm Beach, FL 33401
Phone: (561) 805-6626
Fax: (561) 283-1296

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
Attending College
Charitable & Planned Giving
Cross-border Planning
Estate Planning
Investment Management
Employee Benefits
Retirement

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