America First Retirement Plan professionals develop results-focused strategies to ensure that unique retirement objectives will be given the best opportunity for success using our planning process, which emphasizes nationalism. Following our processes and guidelines has allowed us to remain true to the mission statement of serving America with retirement guidance built in America. We believe that all financial gains we are entrusted with in this life should be treated with integrity and invested wisely.
info@cortezwm.com
(813) 448-3446
3935 Tampa Road, Suite 3 Oldsmar, FL 34677
Cortez Wealth Advisors is a registered investment adviser in the state of Florida. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed.
Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
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One of our America First Retirement Planners will contact shortly after filling out this form.