Broker Check

Monthly Check In

February 24, 2017

March is right around the corner and so is the beginning of Spring!

As the new month approaches, we wanted to check in to see if you had any changes or updates that you need us to attend to.  If we can be of service in any way, please do not hesitate to contact us.

Don't forget that 2016 IRA contributions can still be made. 2016 IRA contributions can be made until April 18, 2017.  Feel free to reach out to us if we can be of any help.

Scott Edelman, President and Founder.