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William N. Wheeler, CFP®

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Securities Offered Through LPL Financial A Registered Investment Adviser. Member FINRA / SIPC

The LPL registered representative, William Wheeler, may only discuss securities or transact business with persons who are residents of California and Nevada.

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Check the background of this investment professional