• Michael Wellings

Important Tax Document Update

With tax season upon us, now is the time to start locating and organizing those important tax documents. For clients of Strategic Advisory Services, Jeremy has an important update regarding 1099-r's and 1099 composites. As always, give us a call if you have any questions or concerns!

Founded in 1985, there isn't anything Strategic Advisory Services, LLC hasn't faced. We hope to earn the right to do business with you.

- Retirement Planning

- Investment Management

- College Funding Planning

- Financial Literacy Webinars

- Personalized Financial Plans

10333 Richmond Ave. Suite 720

Houston, TX 77042

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