fbpx

336.448.1086  |  info@maestrowealth.com  |  Schedule A Conversation  |   Client Access   |   Newsletter Sign-Up

Maestro Wealtlh Advisors

Transfer on Death (TOD)

By |2021-12-31T08:01:00-04:00December 31, 2021|Estate Planning, Financial Planning, Personal Finance, Retirement Planning|

While market volatility can be unsettling, it’s times like these when it’s important to remember we’re always keeping a watchful eye on your portfolio.  And to help provide a little peace of mind, here are a few things to remember during uncertain times to help keep things in perspective.

Read More
 0

Phone:  336.448.1086

FAX:  336.448.1087

Main Office:
755 Highland Oaks Drive, Suite 101
Winston-Salem, NC 27103

Satellite Office:
603 Dolley Madison Road, Suite 212
Greensboro, NC 27410

Site Map:

Home
Who We are
What We Do
Blog
Resources
Downloads and Links
How Money Works Podcast
How Money Works Radio
Market Brief
Client Access

Let's Talk Button Link

Contact Us Button Link

Newsletter Subscribe Link Button

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM.  Fixed life insurance and annuity products offered through Maestro Insurance Services, Inc.  All other insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative.  This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries.  Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Copyright 2021 Maestro Wealth Advisors, LLC   |   All Rights Reserved   |   Privacy Policy   |   Form CRS

Broker Check
Go to Top