skip navigation

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
  • Home
  • About Us
    • Our Mission Statement
    • Our Location
    • Our Firm
    • Our Services
    • Our Qualifications
    • Professional Money Management
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Contact Us

Plan for Tomorrow

Live for today

Live for today

Let us help you plan for the future.

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

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