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Charlotte Wealth Management, LLC

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Charlotte Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: Stuart: CA, FL, GA, IL, IN, MA, MD, ME, MO, MS, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WV. Jeff: IN, NC, OH, SC.

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