Contact Us

Amy LaCavera is a Registered Representative and Advisory Representative licensed to transact securities business with clients in Florida, Maine, Massachusetts, & North Carolina.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through Avantax Investment Services℠, Member: FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd, Suite 100, Dallas, TX 75019, 972-870-6000.

Tax Wise Financial Services LLC is not a registered broker/dealer or registered investment advisory firm.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value