How Can A Financial Advisor Help With Tax Optimization Strategies
Working with an experienced financial advisor who is also a CPA can potentially lower your taxes while ensuring you adhere to IRS regulations. They inform
Working with an experienced financial advisor who is also a CPA can potentially lower your taxes while ensuring you adhere to IRS regulations. They inform
Paul D. Axberg is an investment advisor representative of, and securities and advisory services are offered through, USA Financial Securities, Member FINRA/SIPC. A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Axberg Wealth Management is not affiliated with USA Financial Securities.
Paul Axberg is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ,CA,CO,DC,FL,HI,ID,IL,KY,MI,MN,NC,NE,NJ,NY,OH,UT,VA
WA;WI.
For investment advisory services these states include: AZ,CA,CO,CT,FL,HI,ID,IL,MI,MN,NE,NJ,OH,UT,VA,WA,WI
Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.
Copyright © 2024 by Axberg Wealth Management LLC | 13613 West Camino Del Sol Suite 3, Sun City West, AZ 85375
Main: 623-398-0128 | Privacy Policy | Terms & Conditions