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Ray Greenberg, CFP®
   

Newsletters


The newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.


Famous People Who Failed to Plan Properly
Key Retirement and Tax Numbers for 2019
Four Tips for Planning a Career Change
Women: Are you planning for retirement with one hand tied behind your back?
Can a flexible work schedule help you stay in the workforce after having children?


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This communication should not be considered as an offer to sell or buy any securities, provide investment advice, or make investment recommendations. This information is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Individuals are encouraged to consult with a professional in regards to legal, tax, and/or investment issues. Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., A Registered Broker-Dealer, Member FINRA/SIPC. Financial Expertise is independent of ProEquities, Inc.

Please be advised that presently Ray Greenberg holds series 7, 24, 63, and 65 licenses in CA, FL, NJ, NY, PA, TX, VA, and WA.  For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

 


Check the background of this financial professional on FINRA's BrokerCheck.