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Cashmere Valley Wealth Management

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Insurance products offered through LPL Financial or its licensed affiliates. Cashmere Valley Bank and Cashmere Valley Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Cashmere Valley Bank deposits and are not FDIC insured. These products are not obligations of the Cashmere Valley Bank and are not endorsed, recommended or guaranteed by Cashmere Valley Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

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Check the background of this investment professional