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Legacy Investment Consultants

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

Marcel K. Pope is an LPL Financial Registered Representative and may only discuss and/or transact business with residents of the following states: AZ, CA, CO, CT, DE, DC, FL, GA, IL, IN, MD, MA, MI, MN, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TX, UT, VI, VA, WA, and WI. Diana J. Jabbour is an LPL Financial Registered Representative and may only discuss and/or transact business with residents of the following states: CA, FL, IL, NY, NC, SC, TX, and VA.

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