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Tax Wise Financial Services, LLC

Working to help you with your tax needs and to reach your financial goals.

Contact Us

3 Old Brunswick Rd Bath, ME 04530
  • Phone:
    207-386-1040
  • Fax:
    207-443-9643
  • E-mail address: amy@taxwisefs.com
  • E-mail address: reception@taxwisefs.com
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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Working to help you with your tax needs and to reach your financial goals.

Contact Us

3 Old Brunswick Rd Bath, ME 04530
  • Phone:
    207-386-1040
  • Fax:
    207-443-9643
  • E-mail address: amy@taxwisefs.com
  • E-mail address: reception@taxwisefs.com

Amy LaCavera is a Registered Representative and Advisory Representative licensed to transact securities business with clients in Maine.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through Avantax Investment Services℠, Member: FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax affiliated insurance agency. 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Tax Wise Financial Services LLC is not a registered broker/dealer or registered investment advisory firm.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck