941-366-4450
MON - FRI: 9:00 - 5:00

Our Bradenton Branch

Have questions? Feel free to Contact us.

Our experienced team of dual-credentialed CPAs and Fiduciary Financial Advisors are standing by in our Bradenton location! Whether you’re looking to build wealth, plan for retirement, or minimize taxes, we’re here with expertise you can trust.

CALL US

(941) 751-4224

WRITE US

jjoia@waltersadvisors.com

VISIT US

5266 Office Park Blvd. Ste 206
Bradenton, FL 34203

All of your assets are controlled by you and held in your name by our independent custodian, Charles Schwab or Fidelity Institutional. I receive no compensation from them. You can check your portfolio 24/7 on their website. I will have limited power of attorney to execute transactions on your behalf.

We are Florida-based, tax-focused fiduciary financial advisors for individuals and families seeking customized long-term, tax-efficient wealth management solutions.

Contact

Bradenton

5266 Office Park Blvd. Ste 206
Bradenton, FL 34203
(941) 751-4224

Sarasota

3277 Fruitville Rd # E
Sarasota, FL 34237
(941) 366-4450

Disclosures

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Crafted by VOOV Advisor Consultants