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Monica Callen, 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 and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, FL, GA, HI, ID, IL, MI, MN, NM, NY, OH, OR, PA, TX, UT, WA

Callen and Associates is not a registered broker-dealer or investment advisor.

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Check the background of this investment professional