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DISCLOSURES
Securities offered through J.W. Cole Financial, Inc. (JWCF), Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA)

Dovetail Financial Services LLC and JWCF/JWCA are unaffiliated entities.

This site is published for residents of the United States only. Financial Professionals must be properly registered in the state where you live in order to conduct securities related business with you. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction.

Tax services provided are separate from the securities or advisory services offered through JWCF or JWCA. JWCF, JWCA, and Dovetail Financial Services, nor its affiliates, provide legal advice. Please consult the appropriate professional regarding your individual circumstances.

Dovetail Tax & Accounting is the brand name under which Dovetail Strategy LLC and Dovetail Advisors LLC provide professional services. Dovetail Strategy LLC and Dovetail Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Dovetail Strategy LLC is a licensed independent CPA firm that provides Strategy services to clients. Dovetail Advisors LLC provides tax and business advisory services to clients. Dovetail Advisors LLC is not a licensed CPA firm. Dovetail Advisors LLC has a contractual arrangement with Dovetail Strategy LLC, whereby Dovetail Advisors LLC provides Dovetail Strategy LLC with professional and support personnel to perform professional services on behalf of Dovetail Strategy LLC. All mentioned entities are separate from and unaffiliated with JWCF and JWCA

Contact Us

PEWAUKEE

2831 N Grandview Blvd #217 Pewaukee, WI 53072

Office: (262) 510-2540

FOX POINT

7670 N. Port Washington Rd. #104 Fox Point, WI 53217

Office: (414) 716-7670

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OCONOMOWOC

128 Silver Lake Plaza #B Oconomowoc, WI 53066

Office: (262) 567-5596

PEWAUKEE

2831 N Grandview Blvd #217 Pewaukee, WI 53072

Office: (262) 510-2540

OCONOMOWOC

128 Silver Lake Plaza #B Oconomowoc, WI 53066

Office: (262) 567-5596

FOX POINT

7670 N. Port Washington Rd. #104 Fox Point, WI 53217

Office: (414) 716-7670

Contact Us

Broker Check

Social Media

Click here to setup your social networks

DISCLOSURES
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Dovetail Financial Services LLC is not affiliated with Integrity Wealth
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed
Tax services provided are separate from the Securities or Advisory services offered through Integrity Alliance. Dovetail does not offer legal advice. Please consult the appropriate professional regarding your individual circumstances.
Dovetail Tax & Accounting is the brand name under which Dovetail Strategy LLC and Dovetail Advisors LLC provide professional services. Dovetail Strategy LLC and Dovetail Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Dovetail Strategy LLC is a licensed independent CPA firm that provides Strategy services to clients. Dovetail Advisors LLC provides tax and business advisory services to clients. Dovetail Advisors LLC is not a licensed CPA firm. Dovetail Advisors LLC has a contractual arrangement with Dovetail Strategy LLC, whereby Dovetail Advisors LLC provides Dovetail Strategy LLC with professional and support personnel to perform professional services on behalf of Dovetail Strategy LLC.

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