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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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Health & Wealth Partners LLC

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

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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