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Welcome to Legacy Wealth Management

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Tel: 423-317-7001 Fax: 423-581-0107 Securities E-mail: mashford@legacywealthmorristown.com

Advisory services offered through WMG Financial Advisors, LLC, a Registered Investment Advisor. Securities offered to residents of TN, SC, FL and CO through Concourse Financial Group Securities Inc., (CFGS) member of FINRA and SIPC. WMG, Legacy Wealth Management is independent of CFGS.

No part of this communication should be constructed as an offer to sell any security or provide investment advice or recommendation. Securites 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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