Contact Tampa Bay Wealth Co.
Call, or send the form and we'll call you back to set a time.
Call
Calls are answered weekdays. If a deadline is involved, such as a rollover window or a retirement date, calling is the fastest route.
If there is a deadline attached
- Say so when you call. Job changes, inheritances, retirement dates and plan distributions often have windows attached. The advisor's office prioritizes those.
- Ask before moving anything. Rollovers and distributions come with options and timing rules. The advisor lays them out so you decide with the full picture.
- Gather recent statements. Not for us. Having them handy makes the first conversation with the advisor more useful.