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Ray Greenberg, CFP®

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

This communication should not be considered as an offer to sell or buy any securities, provide investment advice, or make investment recommendations. This information is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Individuals are encouraged to consult with a professional in regards to legal, tax, and/or investment issues.

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), A Registered Broker-Dealer, Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Financial Expertise is independent of CFGS.

Please be advised that presently Ray Greenberg holds series 7, 24, 63, and 65 licenses in CA, FL, IL, NJ, NY, PA, TX, VA, and WA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Concourse Financial Group Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures

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Check the background of this investment professional