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Wealth Management


	Bayview Wealth Management Dino Dziergas, RICP® (Primary Contact) Co-Founder & Wealth Advisor 813-474-7335 option 2 [email protected] 4950 W. Kennedy Blvd Ste 200 Tampa, FL 33609 Andrew Rojas Co-Founder & Wealth Advisor 813-474-7335 option 1 [email protected] 4950 W. Kennedy Blvd Ste 200 Tampa, FL 33609 Retirement Income Planning– Build a strategy designed to help your savings support the lifestyle you want throughout retirement. Proactive Tax Strategies– Identify opportunities to reduce unnecessary taxes through Roth conversions, withdrawal planning, and tax-efficient investing. Coordinated Estate Planning– Work alongside our estate-planning attorney partner to help address wills, trusts, beneficiaries, and legacy goals.

	Lake Michigan Credit Union 1653 Sun City Center Plaza Ste 1001, Sun City Center, FL 33573 Alma Figueroa 813-922-7510 [email protected]

	Trust Co. Bank 4441 Sun City Center Blvd, Sun City Center, FL 33573 (813) 633-1468 https://www.trustcobank.com/

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