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Joseph E. Budd, CRPC

Health & Wealth Partners LLC

Contact Us

23123 State Rd 7, Suite 236B Boca Raton, FL 33428
  • Phone:
    561-609-2294
  • Fax:
    561-609-2257
  • E-mail address: jbudd@securitiesmail.com
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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Health & Wealth Partners LLC

Contact Us

23123 State Rd 7, Suite 236B Boca Raton, FL 33428
  • Phone:
    561-609-2294
  • Fax:
    561-609-2257
  • E-mail address: jbudd@securitiesmail.com

Joseph E. Budd is a Registered Principal offering securities through Lincoln Financial Securities Corporation, Member SIPC to residents in the states of AL, AZ, CA, CO, FL, GA, IA, IL, LA, MD, MS, MT, NC, NJ,  NV, NY, OH, PA, PR, SC, TN, TX, VA, VT & WI.  He also offers advisory services to residents of of FL.  Health & Wealth Partners, LLC is not affiliated with Lincoln Financial Securities.  Lincoln Financial Securities and their representatives do not offer legal or tax advice.  Please see your personal professional regarding your individual circumstances.  LFS-3606069-052521

In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation and other fine companies.

In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation and other fine companies.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here

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