W.D. BASS & COMPANY
Our business was established in 1990. We pride ourselves on providing customers with personal service to help your business or your family be as financially successful as possible. Providing good service means taking the time to listen. We will work with you every step of the way to make sure you receive the services you need. Our business is client-oriented, and we maintain strict confidentiality. We hope you'll find the information you need on this site about our company and the products and services we provide. If you don't see what you are looking for, call us. We may be able to help you. We have a friendly staff and our clients are treated like family. We look forward to working with you. Call us for your free initial consultation on the services we can provide your business or family.
W. D. Bass & Company is a full service financial planning firm established in 1998 as an outgrowth of a CPA firm to meet the total financial needs of our high net worth clients. Our goal is to provide clients with the information and guidance necessary to make sound financial decisions.
Investment Advisory Services offered through LJCooper Capital Management LLC., a Registered Investment Advisor. LJCooper Wealth Advisors is a branch office of DFPG Investments, Inc. Securities offered through DFPG Investments, Inc., a Broker/Dealer, Member FINRA/SIPC. DFPG and LJCooper Capital Management, LLC. are not affiliated. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
The named Broker Dealer nor the named Investment Advisor offers tax or legal advice. Tax services offered through W.D. Bass & Company, DFPG Investments, Inc and W.D. Bass & Company are not affiliated.
Phone: 850-784-1216
Fax: 850-914-9933
455 Harrison Avenue
Suite C
Panama City, FL 32401
© 2024 W. D. Bass & Company All Rights Reserved.
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