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Financial Management Insight: Strategies to Help Build Your Future

July 19, 2019

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Joan Siegel, CFP^® Certified Financial Planner™ / Tax Preparer

Plan your future. Enrich your life. Serving individuals and small businesses from Bay Terrace, Bayside, since 1985.

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Bay Terrace 212-45 26th Avenue, Suite 5
Bayside, NY 11360 Phone718-423-7020 Fax718-423-1574 Emailjoan@joandsiegel.com

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA, SIPC.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

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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.

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