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Financial Health Check-up

  Do you have any estate planning questions? Has your lifestyle changed where you may need to re-evaluate your saving strategies?  This is the perfect time to review your investment portfolio and to see that your family's insurance needs are being addressed.  This should be done at least once a year.

Please call the office for an appointment.

Call 718-423-7020 or (toll free)

866-823-5549.
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Tax planning is a year round process.  If you have any questions regarding tax planning strategies, rollovers, IRA's, or 401k's please call the office to set up an appointment. 

Remember, see me BEFORE you sign any paperwork so I can advise you correctly for your situation. 

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IT'S ALWAYS TAX TIME

If you need to amend a tax return or do a tax return from prior years, please call Ellen at 718-423-7020 for an appointment. Tax returns and amended returns are done year round. 

Walnut Street Securities, Inc. does not offer tax advice. Consult your tax professional regarding  your own personal situation.  Tax preparation services are not done through representatives capacity as a representative of Walnut Street Securites.  Walnut Street Securities does not offer tax preparation services.

Pursuant to IRS Circular 230, MetLife is providing you with the following notification:  The information contained in this webpage is not intended to (and cannot) be used by anyone to avoid IRS penalties. This webpage supports the promotion and marketing of IRAs. You should seek advice based on your particular circumstances from an independent tax advisor.