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Vertex Wealth Management, LLC
Vertex Wealth Management, LLC
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Vertex Wealth Management, LLC

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UPCOMING EVENTS

 

PREVIOUS SEMINARS

List of JCC Workshops
 
Special Needs Workshop
 
Retirement Basics Workshop
 
Estate Planning Workshop
 
Advanced Estate Planning Workshop
 
Investment Basics
 
College Savings Workshop
 
Retirement Income Planning Workshop
 
Planning for Long-Term Care Workshop
 
Financial Planning Workshop
 
Women and Investments Workshop
 
Roth IRA Conversions
 
 

REFERENCE MATERIAL

How to Best Position Yourself for the 2018 Tax Laws
 
Financial Planning Basics
 
Investment Basics
 
Year End Planning 2016
 
Retirement Planning Basics Reference Material
 
Retirement Income Planning
 
Roth IRA Conversions
 
Estate Planning Basics Reference Material
 
Advanced Estate Planning
 
Social Security
 
Special Needs Planning
 
Women and Money
 
College Planning
 
How will I ever pay off my student loans
 
Repayment Options for Student Loans
 
Income based repayment for student loans

585 Stewart Avenue, L-16 | Garden City, NY 11530 | Tel: 516-294-8200 | Fax: 888-729-8799

Important Disclosures | Business Continuity

Securities offered through First Allied Securities, Inc.
A Registered Broker/Dealer Member FINRA/SIPC
Advisory Services offered through First Allied Advisory Services,
A Registered Investment Adviser

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.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

The web sites listed are being provided for information purposes only. Although we assume the information is factually accurate, we are not responsible for the content as we are not affiliated with and do not endorse, authorize or sponsor any of the listed Web sites or their respective sponsors. First Allied Securities, Inc. is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. First Allied Securities, Inc. is not responsible for the content of any website or the collection or use of information regarding website's users and/or members.

 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck