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What You Need To Know For Tax Season

Jennifer Johnson | Mar 15, 2023

Location

Three Magnolias
Certified Financial Planners/Investment Advisors

(Primary)
110 Oakwood Dr., Ste 480
Winston-Salem, NC 27103

(Secondary)
232 Causeway Dr #2-A
Wrightsville Beach, NC
28480

Tel: 336.701.1600
Fax: 336.701.0554

Securities offered through Cetera Advisor Networks LLC, member FINRA, SIPC, a broker/dealer. Advisory services offered through Three Magnolia Financial Advisors. Cetera is under separate ownership from any other named entity.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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