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Leadership Edge For Wealth Management & Decision Making

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.

We are registered to offer securities in DC, CA, CO, CT, FL, IN, MI, NJ, NY, WA, AZ, PA, and NC.

We are licensed to sell insurance in AZ, CA, CO, FL, IN,, ME, MD, NY, NJ, OH, RI, PA, TX, VT, WA, and VA

CA Insurance License #0B372

www.gardenstatesecurities.com

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