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CSB Wealth Management

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Office: 972-462-0915 | Mobile: 214-507-1230 | 620 Katelyn Ave, Prosper, TX 75078

FINRA Series 7, 63 (held with LPL Financial) & 66 (held with LPL and Advisor Recource Council), TX Life & Health Insurance License

scott.berry@lpl.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CSB Wealth Management, a DBA of Advisor Resource Council, a registered investment advisor. CSB Wealth Management and Advisor Resource Council are separate entities from LPL Financial.

The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AR, GA, FL, OK, TN, TX, WI.

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ADV 2A

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