As the year ends, remember to contribute to your 401(k), make charitable donations, and use up your FSA funds by December 31st. Also, review your investments and tax withholdings to avoid surprises. Stay on track and finish the year strong! ??
Broadview Wealth Management
金融服务
Broadview Wealth Management is a professional financial and wealth management firm.
关于我们
Broadview Wealth Management is a wealth management firm, focused on helping clients pursue and maintain Financial Independence. Advisors are salaried employees who provide educational resources, objective guidance, and exceptional service. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Broadview Credit Union and Broadview Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Broadview Wealth Management, and may also be employees of Broadview Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Broadview Credit Union or Broadview Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value The financial professionals associated with Broadview Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- 网站
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https://www.broadviewwealthmanagement.com/
Broadview Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 类型
- 非营利机构
Broadview Wealth Management员工
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Jeffrey Ricchiuti, MBA, AIF?, CFP?
Director of Advisory Operations at Broadview Wealth Management
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John Shartrand
Chief Investment Officer at Broadview Wealth Management
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Steven Howe
LPL Client Services Associate at Broadview Wealth Management
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Harry Hartman, CFP?
Financial Consultant at Broadview Wealth Management
动态
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Discover the benefits of charitable giving beyond personal fulfillment! ?? Here, we explore how your donations can also be smart tax-saving opportunities: https://lnkd.in/d7Bs65AJ #TaxPlanning #CharitableGiving
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?? It’s not too late to join us today at 12pm for our webinar on maximizing Social Security! Discover the essentials and learn how to navigate the 500+ ways to claim your benefits. Register now and empower yourself with the knowledge to make informed decisions: ?? Did you know there are over 500 ways to claim Social Security benefits? Join our webinar on November 21 at 12pm to demystify the process and learn the essentials before you file. Gain the knowledge to make the best choices for your future! Register here: https://lnkd.in/ejKcPV5F #SocialSecurity
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Since Medicare covers limited long-term care (LTC) services, consider saving in tax-advantaged accounts, purchasing LTC insurance, and exploring Medicare Advantage or Medicaid options. Contact us to see how we can help tailor a plan for your needs: https://lnkd.in/eU6Yi4RY
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Year-end is the perfect time to review your financial strategies! ?? Discover how strategic tax planning can help you take advantage of benefits and reduce liabilities. Schedule a meeting with one of our financial professionals today to explore your options: https://lnkd.in/eU6Yi4RY #FinancialPlanning #taxplanning #YearEndPlanning
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? It’s not too late to join us today at 12 PM for our estate planning webinar! Learn essential strategies and concepts to create a personalized estate plan and see if professional guidance is right for you. Register now and take control of your future: https://lnkd.in/eEEwRa3r
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