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Newman Wealth & Tax Advisors

Saving for College with a 529 Plan

Find out how a 529 savings plan can help you save for college.

LPL Financial Form CRS

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Tax preparation services offered through Newman Wealth & Tax Advisors are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CO, KY, MI, NM, NC, OH, OR, SC

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