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Baywood Private Wealth Management

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Mark Bernard and Flor Santana are Registered Representatives with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, HI, IL, NC, NV, PA, TX VT, WA.

CA Insurance License #OE60888

CA Insurance License #OC84612

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Check the background of this investment professional