Wallman Financial Group

Thank you for your interest in Wallman Financial Group

As Securities America advisors, we offer unparalleled financial and relationship management for small business owners, corporate executives, and high net worth individuals.  Through its relations with area and national professionals, Wallman Financial Group makes available a full range of tax and insurance services to supplement, compliment and execute its own planning and securities services to individuals, corporations and alternative families.

We implement the "Team Approach" when constructing a comprehensive financial plan. The team approach works well because it matches the right professional expertise to each facet of the financial plan.

For more information feel free to call our office at 305.374.2134
8:00 am - 4:30 pm   EST

 


Financial Planner



Our Services | Contact the Recommended Professionals | Press Releases | Gallery

 

Our Favorite Links *

* Links are being provided for information purposes only. Neither Securities America, nor Wallman Financial Group is affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Securities America, Inc. and Wallman Financial Group are not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.


Securities offered through Securities America Inc., Member FINRA/SIPC, advisory services offered through Securities America Advisors, Inc., Michael Wallman, Representative. Wallman Financial Group and Securities America Inc. are not affiliated.

Securities America and its representatives do not provide tax or legal advice. Any tax or legal information provided here is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Tax-law is subject to frequent change; therefore it is important to coordinate with your tax advisor regarding your specific situation.