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Luisa Leo

Tax Review Specialist & Advisor | Insurance Agent

lleo@saranactax.com

Contact

Office: 845-208-2260

Office: 518-877-8088

1663 New York 22

Lower Building

Brewster, NY 10509

info@saranacwealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through Arete Wealth Management, LLC, members FINRA, and SIPC. Investment Advisory Services offered through Arete Wealth Advisors, LLC, an SEC registered investment advisory firm.

Tax and accounting services are offered through Saranac Tax Services LLC. Saranac Tax Services LLC is not affiliated with Arete Wealth Management or Arete Wealth Advisors.

Saranac Insurance Solutions LLC is a separate entity that is not affiliated with Arete Wealth Management or Arete Wealth Advisors. Fixed insurance products offered through Saranac Insurance Solutions LLC are limited to fixed annuities, fixed index annuities, and fixed life insurance products.

Investing involves risk, including potential loss of principal. Past performance does not guarantee future results. Alternative investments are speculative, involve a high degree of risk, including potential loss of the entire investment, and are suitable only for eligible investors. Such investments may be illiquid and offer no guarantee of a secondary market. Investors should review all offering documents carefully before investing.

Luisa Leo

Tax Review Specialist & Advisor | Insurance Agent

518-612-4706

lleo@saranactax.com

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