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Resources

Calculators

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Useful Websites

TAXES:

  • Internal Revenue Service

Government Agencies:

  • Social Security Administration

News:

  • The Wall Street Journal
  • New York Times

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Insights

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Branch Locations

Cincinnati, OH
11260 Chester RD, STE 250
Cincinnati, OH 45246

Centerville, OH
76 Marco LN
Centerville, OH 45458

Gahanna, OH
81 Mill ST
Gahanna, OH 43230

Coconut Creek, FL
4171 West Hillsboro BLVD, STE 4
Coconut Creek, FL 33073

Ormond Beach, FL
1024 N US Hwy 1
Ormond Beach, FL 32174

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maine, Maryland, Michigan, Minnesota, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia

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