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Cypress Private Wealth

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities and advisory services offered through Cadaret, Grant & Co., Inc., a registered broker-dealer, Registered Investment Adviser and Member FINRA /SIPC. Cypress Private Wealth is a separate entity from Cadaret, Grant & Co., Inc.

Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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