Our Affiliates

This page is a simple explanation of ourselves and our affiliates. Each company plays a specific role with servicing our clients. If there are any furthur questions, please don't hesitate to contact us.

Investment/ Tax Firm
Tax Preparation
Insurance Products

Broker/Dealer
Member FINRA/SIPC
Holds brokerage accounts
Our back office
Issues trade confirmations

Clearing House
Sends communications from investment source
Cuts checks/dividends/interest
Trading Platform

Registered Investment Advisor

Contact Info

12525 New Brittany Blvd.
Fort Myers, FL 33907
Map and Directions

Phone: 239-333-0490
Fax: 239-333-0497

info@ssladvisors.com

Additional Pages

SCHLAGER SCHLAGER & LEVIN (SS&L) provides tax advice and tax preparation. Securities offered through JW Cole Financial, Inc., (JWC) , Member FINRA/SIPC. Advisory services offered by Jonathan Roberts Advisory Group (JRAG). JWC/JRAG and SS&L not affiliated are not affiliated.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with SS&L are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.