Tax Planning Ideas

Address: 100 Europa Dr #390, | Chapel Hill, NC 27517

Phone: (919) 929-4448

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Any references herein to "registered investment adviser," "registered" or "fiduciary" does not imply a certain level of skill or training. Phoenix Wealth Advisors, Inc. does not provide legal advice or tax services. Please consult your legal advisor regarding your specific situation.

Investment advice offered through Phoenix Wealth Advisors, Inc. a registered investment advisor. Phoenix Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use | Form CRS | Broker Check