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Richard Gerrity, CPA, CLU, ChFC

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA | SIPC.

The LPL registered representative may only discuss securities or transact business with persons who are residents of CA, DE, FL, GA, IN, KY, ME, MI, MT, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WA.

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Check the background of this investment professional