Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (https://xitter.gq/t.co/Xghq18fbvP).
Davenport, IA
Joined January 2011
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We are thrilled to welcome Thomas Muscarella, CFP® to the team in Southern California! wendellcharles.com/thomas-mu…
We are honored to have added $41 million of NEW assets under management in 2025! Thank you to our clients for the trust you have placed in us!
We are excited to announce that financial industry veteran, Andreas Reiter, has joined our Manhattan Beach, California office as an Investment Representative!
Developing a comprehensive estate plan is essential for protecting your assets and securing your legacy. We encourage you to consult with us to create a customized plan that meets your specific needs. advisorstream.com/read/passi…
In this week's #FinancialTipOfTheWeek, Learn how inflation affects seasonal spending and some tips to keep your celebrations merry and bright. lplwriteraccess.advisorstrea…
With the year coming to a close, now is the ideal time to finalize your contributions and implement effective tax-saving strategies before the December 31st IRS deadline #YearEndPlanning evan-kirkpatrick-lpl-com.adv…
As a small business owner, getting financing may be crucial to your success. Learn more about the most common types of business loans—how they work, what they are used for, and the pros and cons of each type. Have questions? Were h lplwriteraccess.advisorstrea…
Support small businesses in your community today!
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Happy Thanksgiving to all our amazing clients! We look forward to working with you for the rest of 2024 and beyond.
Friendly reminder: Markets are closed tomorrow and close early Friday.
Discover five financial lessons to learn this Thanksgiving, ranging from holiday expense management to seasonal investment opportunities. #FinancialTipOfTheWeek advisorstream.com/read/forbe…
With the stock market making strong gains in 2024, consider locking in some gains and setting yourself up for a prosperous 2025. advisorstream.com/read/7-sma…
Unlock tax benefits while making a difference! Learn about maximizing charitable deductions through purposeful giving and tax planning strategies. lplmarketingsolutions.adviso…
More than half of Americans will develop a chronic illness at some point in their life according to the Centers for Disease Control and Prevention. Here's why you should get life insurance prior to such a diagnostic. advisorstream.com/read/forbe…
Today we honor all the brave veterans who have served in the U.S. armed forces and helped keep our country safe. Thank you for your service!
In this week's #FinancialTipOfTheWeek, here are some year-end tax tips to consider. advisorstream.com/br/?c=eyJh…
In this week's #FinancialTipOfTheWeek, here are seven crucial actions consumers should take after a data breach. advisorstream.com/read/forbe…
As we continue to acknowledge Estate Planning Awareness Week, here are three ways the affluent protect and build wealth. advisorstream.com/read/forbe…
