Wealth Preservation: Planning to Leave a Legacy

Investment and insurance products distributed by Cetera Financial Specialists LLC, member FINRA/SIPC and a licensed insurance agency (dba Cetera Financial Specialists and Insurance Services in CA); investment advisory services are offered through Cetera Investment Advisers LLC, an SEC Registered Investment Adviser. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888 528.2987.

Polo Financial & Consulting & Tax Services, LLC is not affiliated with Cetera Financial Specialists LLC

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Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

Polo Financial Consulting & Tax Services, LLC Richard Polo, CPA®/PFS®

Polo Financial Consulting & Tax Services, LLC
Richard Polo, CPA®/PFS®