Home
About Us
Resources
Client Access
Calendar of Events
Contact Us

Advanced Planning Wealth Management Group

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Raymond James financial advisors 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. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Advanced Planning Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

Advanced Planning Wealth Management Group, 4770 Campus Dr., Ste. 210, Newport Beach, CA 92660, (949) 501-4600.

https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice
https://brokercheck.finra.org

Site Map

Check the background of this investment professional