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Q3 2024 Plan Sponsor Newsletter

Contact

Office: 909-667-0587

Mobile: 626-587-3991

413 E. Foothill Blvd, Suite 100

Suite 100

San Dimas, CA 91773

CA Insurance Lic. # 0F12433

jarret@homesteadwealthmgt.com

LPL Financial Form CRS

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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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The Financial Professionals of Homestead Wealth Management are Registered Representatives with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA /SIPC.

The LPL Financial Registered Representative/s associated with this site may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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