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W.J. Voege Financial Services, Inc.
President: Wallace Voege
Address Information:
2555 Enterprise Road
Suite 6
Clearwater, FL 33763
Phone: (727) 799-9200
Fax: (727) 799-1032
Company Information:
Business Certification/
Professional Organization: |
Certified Financial Planner |
| Year Established: |
1975 |
| No. of Employees: |
5 |
| Website: |
http://www.voegefinancial.com |
| Headquarters Location: |
Clearwater |
For Manufacturers Only:
| Vendor Approved: |
Unavailable |
| Quality Certification: |
Unavailable |
North American Industrial Classification System (NAICS) Codes:
| 52311 |
Investment Banking and Securities Dealing |
| 52393 |
Investment Advice |
| 523999 |
Miscellaneous Financial Investment Activities |
| Import Countries: |
Export Countries: |
| No import countries specified |
No export countries specified |
| Products/Services: |
W.J. Voege Financial Services, Inc. is a locally owned family business. We have been serving Florida residents for more than 20 years. We offer a wide variety of products and services that enable us to address the needs of our clients.
Services Provided:
Asset Allocation
Mutual Funds
Variable Annuities
Life Insurance
Long-Term Care Insurance
Retirement Analysis
Traditional & Roth IRA’s
401k Roll-overs
Small Business Retirement Plans:
- SEP’s & SIMPLE’s
College Savings Choices:
- 529 Plans & UTMA Accounts
Tax Minimization
CPA Services Available
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For more information, contact:
Tom Halchak, Investent Advisor
Phone: 727-726-3378
Email: thalchak@tampabay.rr.com
The mission of Pinellas County Economic Development is to serve existing businesses and attract new high-quality enterprise that pays a living wage. Economic Development improves the business climate within the county and Tampa Bay area while facilitating the availability of a skilled workforce. |
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