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  • 411 Apollo Beach Boulevard
  • Apollo Beach, FL 33572
(813) 565-1990
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Certified Financial Planner (TM) professionals offering wealth management and tailored investment advice with ethical integrity and a

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...

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  • Synergy Wealth Alliance

  • 411 Apollo Beach Boulevard
  • Apollo Beach, FL 33572
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