AdviceWise Financial

AdviceWise Financial Everyone deserves access to high quality financial advice.
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Securities and advisory services offered through LPL Financial Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?
06/01/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/10/2026
Extended care is one of the biggest wild cards in retirement.Costs vary by location, care type, and health needs—but the...
05/04/2026

Extended care is one of the biggest wild cards in retirement.

Costs vary by location, care type, and health needs—but they've all been rising faster than many realize.

These five insights can help you understand what drives costs and why they often catch retirees by surprise.



Sources:
CareScout, Cost of Care Report, July–December 2024
AALTCI, Long-Term Care Insurance Statistics & Data 2025
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

You might be paying more in taxes than you need to—and not even realize it.From investment timing to account selection, ...
03/23/2026

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind this tax season.

International Women's Day is more than a date on the calendar—it's a reminder of the incredible impact women have every ...
03/08/2026

International Women's Day is more than a date on the calendar—it's a reminder of the incredible impact women have every day. From leading businesses to nurturing families, creating art, driving innovation, and strengthening communities, women continue to shape our world in countless ways.

Today, let's pause to celebrate the women who inspire us, support us, and encourage us to keep moving forward.

This holiday season is moving so fast, but we’d like to take a moment to wish you a happy holiday season!
12/23/2025

This holiday season is moving so fast, but we’d like to take a moment to wish you a happy holiday season!

As Thanksgiving approaches, it's a wonderful opportunity to reflect on all the good things in our lives and to cherish t...
11/26/2025

As Thanksgiving approaches, it's a wonderful opportunity to reflect on all the good things in our lives and to cherish the family and friends who make our days brighter. With excitement for the year ahead, let's embrace a holiday season filled with the joys of love, connection, and togetherness. Wishing you a delightful Thanksgiving and a fantastic holiday season!

Today, we express our deepest gratitude to those who have bravely served our nation.
11/11/2025

Today, we express our deepest gratitude to those who have bravely served our nation.

Address

411 St. Petersburg Drive E Suite 3
Oldsmar, FL
34677

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17274759111

Website

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