Wealthwise Technologies

Description

• Jeffrey D. Bliss, CEP, RFC began his financial services career in 1978. In February 2009 Jeff established himself as an Investment Adviser Representative (IAR). Being an IAR carries with it a fiduciary dutymeaningclients best interest first. During the past several years Jeff has conducted educational workshops for professional groups, union members, non-profit organizations, retirees, and, groups of active employees seeking information to help preserve and protect their savings and retirement. Jeff specializes in working with clients who desire strategies and methods to increase their potential for growth and lifetime income while lowering fees, risk and other costs associated with investing. He strives to achieve these results while providing the highest level of integrity and professionalism. Jeff has 35 years experience. Jeff speaks frequently on the subjects of wealth building & income strategies. Jeff has formed strategic alliances with other professionals such as CPAs, Attorneys and other experienced specialists in order to facilitate the implementation of strategies and methods to fulfill the goals and objectives of his clients. Jeff can assist in developing a successful financial model. This new model may generate more wealth and help preserve it in a more efficient manner than typical boiler-plate methods. Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through Wealthwise Technologies, a separate entity not affiliated with SWP.
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  Headquarters:817 South University Drive #102, Plantation, Florida, United States

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  Phone Number: +1 954-236-4800

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  Website: https://www.wealthwt.com

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:Wealthwise Technologies

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• |  NAICS Code: 523920  |

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