We wanted to provide you a link to one of our accounting partners, Boyum and Barenscheer’s, Tax Law Update. As we meet with you for your regular review, we will discuss with you how the “Tax Cuts and Jobs Act” affects your situation. In the interim, let us know if you have any immediate questions.
To view the Tax Law Update: Click Here.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Greater Midwest Financial Group, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice. View Investor Disclosures.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.
To receive the 2021 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 3606 wealth managers in the Twin Cities area were considered for the award. 589 were named 2021 Five Star Wealth Managers which represents 16% of the total candidates in the area. Wealth managers do not pay a fee to be considered or placed on the final list of the 2021 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance.
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