Time to Get Tax-Savvy: Managing Your Tax Burden

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3 Old Brunswick Rd

Bath, ME 04530

Phone:
207-386-1040

Fax:
207-443-9643

E-mail address: rick@taxwisefs.com
E-mail address: amy@taxwisefs.com. joanne@taxwisefs.com

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Latest Available Stock Quotes
Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
Dow Jones Industrials	26,548.22	-0.67%
NYSE Composite	12,936.62	-0.64%

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All quotes are in US Eastern Time (EST).
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Rick Hart is a registered representative licensed to transact securities business with clients in Maine, Pennsylvania and Florida. Rick is also advisory licensed and insurance licensed in Maine. Amy LaCavera is a registered representative licensed to transact securities business with clients in Maine. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Tax Wise Financial Services LLC is not a registered broker/dealer or independent investment advisory firm.

Investments & Insurance Products:

Are not insured by the FDIC or any federal government agency

Are not deposits of or guaranteed by the bank or any bank affiliate

May lose Value

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Tax Wise Financial Services, LLC

Working to help you reach your financial goals

Contact Us

Working to help you reach your financial goals

Contact Us

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