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David Wealth Management Group

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial , member FINRA/SIPC.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment Advisor.

David Wealth Management Group and Stratos Wealth Partners are separate entities from LPL Financial.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:

CT, FL, GA, LA, MD, MO, NC, SC.

Specific individualized tax advice not provided.

We suggest that you discuss your specific tax issues with a qualified tax advisor.

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Check the background of this investment professional