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Simple Values in a Complex World

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Osprey Financial

4312 Grove Avenue, Suite B | Richmond, VA 23221
(804) 282 4507 | mark.davis@lpl.com

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CT, DE, FL, MA, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VI, WA, WI

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