Campbell Financial Group

Wealth Management . Tax . Family Business

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1801-H N Mill St
Naperville, IL 60563-1274

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Phone: (630) 420-1231

Fax: (630) 420-1918

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

This is not a solicitation for sale of securities in any jurisdiction.

The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion. Following are the states in which David E Campbell is securities registered: David E Campbell: CA, CO, DC, FL, IL, MI, and SC.

Securities offered through Purshe Kaplan Sterling Investments Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Forum Financial Management, LP are not affiliated companies.

Not FDIC insured. Not bank guaranteed. May lose value, including loss of principle. Not insured by any state or federal agency.

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