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Jim's Bio 2026 update
Our Mission Statement
Our Services
Our Team
Year-End Tax Review Checklist
List of Services.pdf
Gold Metal Services.pdf
Does your advisor offer.pdf
Ten_Second_Test.pdf
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WealthBuilders Financial Group Inc.

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Address:
2154 Seven Springs Boulevard
Trinity, FL 34655
Phone:
727-843-0151
Fax/Other:
727-375-7781
E-mail:
wealthbuilders@ifgrr.com
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Year-End Tax Review Checklist

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

James M. Noto, CFP is a Registered Principal offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and registered investment adviser. Member FINRA/SIPC. WealthBuilders Financial Group Inc. and IFG are unaffiliated entities.

Licensed to sell securities in the following states: AR, FL, GA, IL, IN, MD, MI, MT, NC, ND, NJ, NY, OH, PA, SC, SD, TX, UT, WA & WI.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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Year-End Tax Review Checklist