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Last updated: 7 months ago
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Financial Planning
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Investment Services
About Synergy Wealth Alliance
Jay Mulligan, CFP®, and Jon Wilkins, CFP®, are Wealth Managers at Synergy Wealth Alliance, bringing over three decades of expertise to help individuals, families, and small business owners create and Go to full description...
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Today: 09:00AM - 05:00PM
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Email address:
tampabay@synergywealthalliance.com
Jay Mulligan, CFP®, and Jon Wilkins, CFP®, are Wealth Managers at Synergy Wealth Alliance, bringing over three decades of expertise to help individuals, families, and small business owners create and preserve wealth. Based in Apollo Beach and licensed through LPL Financial, Jay & Jon offer comprehensive services-cash flow planning, retirement guidance, estate coordination, and tax-efficient investment strategies-all through clear communication and a values-driven approach.
Jay is a University of Nebraska-Lincoln alumnus and active St. Petersburg cyclist. Jay balances financial rigor with warmth and genuine client connection. Whether you're preparing for retirement or navigating life transitions, Jay aims to empower you with confidence and clarity for long-term financial success. Jon is a graduate of the University of Central Florida and has extensive experience in in the investment advisory industry.
Services:
Personal & Family Financial Planning, Investment Management & Advisory, Tax-Efficient Investment Strategies, Retirement Income Planning, Estate Planning Coordination