Skip to main content

Home
About Me
- My Story & Background
- My Services
Client Login Access
- Client Login Access to Wealthscape
- Client Login Access to CIRStatements
Resources
Contact Me
- Our Location
- Tell A Friend

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA, SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and O'Keefe Wealth Strategies, LLC are not affiliated. Cambridge does not offer tax advice.

This communication is strictly intended for individuals residing in the states of California, Florida, Massachusetts, Ohio, Pennsylvania and Rhode Island. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge's Form CRS (Client Relationship Summary)

Site Map