Call Us At: (727) 688-0448
Since Russia invaded Ukraine, the world had been on edge. The political, economic consequences, and human tragedy are worrisome.
One thing that can help when you feel worried and helpless is to identify and take small, concrete steps to create positive results.
Call us to review your portfolio: we look to diversify your investments if needed to help reduce risk and renew your confidence in your long-term goals.
I’m here to talk about any concerns you have.
Have a question? We are here to help. Send us a message and we’ll be in touch.
Robert Lee offers securities in Florida, Louisiana, Maryland and Ohio through Independent Financial Group, LLC. Member FINRA / SIPC. Fortitude Financial Group and IFG are unaffiliated entities.
Fortitude Financial Group and IFG are unaffiliated entities.
OSJ branch: 12671 High Bluff Dr. Suite 200, San Diego, CA 92130.
Robert Lee is licensed in Florida, Georgia, Louisiana, Maryland, and Ohio
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The material contained herein is for informational purposes only and does not constitute tax nor legal advice. Investors should consult with their own tax advisor or attorney with regard to their personal situation. The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. No investment strategy can guarantee a profit or protect against loss.
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