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Crestview Capital Management

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Brian Bucell and Tom McCann are Investment Advisor Representatives with Dynamic Wealth Advisors dba Crestview Capital Management. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367. The insurance products offered by Tom McCann and Brian Bucell are separate outside business activities and are not offered through Dynamic Wealth Advisors.

© 2020 Crestview Capital Management, LLC.

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