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Secure Transfer

Secure Transfer

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Jack A. Heil, CPA, CFF, PFS

Office: (704) 451-3921

Fax: (704) 919-5300

5419 Stallworth Drive

Charlotte, NC 28226

jack@jackaheilcpa.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2021 FMG Suite.

The content is developed from sources believed to be providing accurate information. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lombard Securities Incorporated, Member FINRA | MSRB | SIPC, 1820 Lancaster Street, Baltimore, MD 21231 Phone 410-342-1300

Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.

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