Mary N. Wilcox,  CFP<sup>&reg;</sup> - Financial Advisor

Mary N. Wilcox, CFP®

EA,

Wilcox Tax and Financial Advisors LLC

16515 S 40th Street, Suite 127
Phoenix, AZ 85048-0560
FINANCIAL ADVISOR'S WEBSITE
(480) 893-3339

General

Mary Wilcox is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wilcox Tax and Financial Advisors LLC in Phoenix, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes

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