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Contact

Pivotal Wealth Planning

Phone | 850-973-8888
Text | 850-973-8888
Email | wendy.meyer@mypwplanning.com

121 Southeast Rutledge St
Madison, FL 32340

4301 Anchor Plaza Parkway, Ste 450
Tampa, FL 33634

Office

121 Southeast Rutledge St
Madison, FL 32340

4301 Anchor Plaza Parkway, Ste 450
Tampa, FL 33634

Contact Info

Phone | 850-973-8888
Text | 850-973-8888
Email | wendy.meyer@mypwplanning.com

Get in Touch

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Pivotal Wealth Planning and JWC/JWCA are unaffiliated entities. J.W. Cole Financial Representatives do not accept orders and/or instructions regarding your account by e-mail, voice mail, fax, or any alternative method. Privileged/ Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged and may be proprietary. It is intended only for the use of the named addressee(s) to which it is directed. If you are not the addressee(s) indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply email. Please advise us immediately if you or your employer do not consent to Internet email for message of this kind. Opinions, conclusions, and other information in this message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it. For a copy of JWC’s Form CRS please visit https://www.jw-cole.com/disclosures. For a copy of JWC’s Disclosure Supplement please visit https://www.jw-cole.com/disclosures. By following the link, you consent to the receipt of the Form CRS electronically. For a copy of JWCA’s Form CRS please visit https://jwcoleadvisors.com/disclosures/. By following this link, you consent to the receipt of the Form CRS electronically.

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