Investment Tax Planning
This is the time of year when we gather our various tax forms and reports…
Author Ed Wettig, CFP — United Financial Northwest
Ed Wettig, CFP — United Financial Northwest
Provided by Ed Wettig, CFP, United Financial Northwest, which offers investment management, financial planning and retirement income strategies. Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013, 800-874-6910. United Financial Northwest and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by United Financial Northwest or this representative.
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