LPL Financial Updates

PREPARING FOR YEAR-END & THE
2024/2025 TAX SEASON

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Andrew Zittell, CLU®, ChFC®, AIF®, RFC®

is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice is offered through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group, WCG Wealth Advisors, LLC, and Yerba Buena Financial Partners are separate entities from LPL Financial. 1-05108952 . Securities are offered through LPL Financial, member FINRA/SIPC. Investment advice is offered through WCG Wealth Advisors, LLC, a registered investment advisor. The Wealth Consulting Group, WCG Wealth Advisors, LLC, and Yerba Buena Financial Partners are separate entities from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Updates

PREPARING FOR YEAR-END & THE 2024/2025 TAX SEASON

PREPARING FOR YEAR-END & THE
2024/2025 TAX SEASON