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Tax Center
/2019 Blank Organizer

2019 Blank Organizer

Document File:

2019 Blank Organizer.pdf

File Type:

pdf

This communication is strictly intended for individuals residing in the states of AZ, CA, FL, ID, MD, NM, NV, NY, OR, TX, UT, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The Financial Professionals of Lexington Financial Wealth and Tax Strategies are Registered Representatives and/or Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser.

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Lexington Financial Wealth and Tax Strategies 1475 S Bascom Ave, Suite 201, Campbell, CA 95008 | 503 Woodland Park, Georgetown, TX 78633 | P408.395.5000 | F408.395.5060