Financial Planner & Investment Advisor Representative
Email: NBolos@UnifiedWM.com
Phone: +18135699740
Contact Information:
Nermine Bolos
NBolos@UnifiedWM.com
813-569-9740
Description :
Financial Planning
Retirement Planning- Traditional IRA, Roth, IRA Rollovers, 401k, SEP, Simple IRA, Individual Plans etc.
Investment Management
Estate Planning
Tax Strategies
Insurance Strategies- Life Insurance, Annuities, Long-Term Care, Disability
Education Planning- College 529 Plans