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Gregory Rothrock, AIF®

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities offered through Cetera Wealth Services, LLC, member FINRA, SIPC (doing insurance business in CA as CFGAN Insurance Agency LLC). Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Securities offered through Cetera Wealth Services, LLC, member FINRA /SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.

Branch Office
7770 Jefferson ST, Ste 405
Albuquerque, NM 87109
(505) 291-8585

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Important Disclosures and Form CRS | Business Continuity

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Check the background of this investment professional