TaxWise Strategies

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Contact Info

21 Green Village Road
Madison, NJ 07940

2150 Highway 35
Suite 250, Brook 35 Plaza
Sea Girt, NJ 08750

Phone: 800-910-5010
Fax: 973-377-7080

info@jmegan.com

Additional Pages

Investment Advisory Services offered through J.M. Egan Wealth Advisors, LLC. John M. Egan, CFP®, Investment Advisor Representative. Securities offered through Securities America, Inc. Member FINRA/SIPC. John M. Egan, CFP®, Registered Representative. Securities America, Inc. and J.M. Egan Wealth Advisors, LLC, are independent non-affiliated entities.

Please remember to contact J. M. Egan Wealth Advisors, LLC if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request.

Investment Advisory licensed in: FL, GA, MA, MS, NH, NV, NJ, NC, NY, PA, TX.
Securities licensed in: FL, GA, MA, MS, NH, NV, NJ, NC, NY, PA, TX, VA, VT.
Insurance licensed in: NJ, NV, NY, PA, SC

Representatives of Securities America do not provide tax or legal advice. Please consult the appropriate professional regarding your situation.