Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).
While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.
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For a copy of JWCA’s Form CRS or JWCA’s disclosure Supplement, please click Here. By following the link, you consent to receipt of the Form CRS electronically.
By following the link, you consent to receipt of the Form CRS electronically.
CERTIFIED FINANCIAL PLANNER™ is a federally registered mark of the Certified Financial Planner Board of Standards, Inc.
Securities Offered Through J.W.Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services Offered Through J.W. Cole Advisors, Inc (JWCA). Neither J.W. Cole Advisors, Inc (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of JWCA/JWC.
Wilcox Tax and Financial Advisors, LLC. and JWC/JWCA are not affiliated entities.
Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Wilcox Tax and Financial Advisors, LLC. are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
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