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TruMark Financial Investor Services

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Securities offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. TruMark Financial Credit Union and TruMark Financial Investor Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured TruMark Financial Credit Union deposits and are not NCUA insured. These products are not obligations of TruMark Financial Credit Union and are not endorsed, recommended or guaranteed by TruMark Financial Credit Union or any government agency. The value of the investment mayfluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

This communication is strictly intended for individuals residing in the state(s) of DE, FL, MD, NJ and PA. No offers may be made or accepted from any resident outside the specific states referenced.

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