Donor-Advised Funds: Can This New Trend Save You on Taxes?

July 12, 2021 articles

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Ocean Wealth Group

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC). Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Ocean Wealth Group and Cambridge are not affiliated. Cambridge does not provide tax advice. We are registered to sell Securities in NY, CA, MI, NJ, UT, PA.

Cambridge's Form CRS (Customer Relationship Summary)

Location

Ocean Wealth Group
5550 Main St. Ste. 1
Williamsville, NY 14221

contact

P. 716-458-0051
F. 716-458-0778
E. invest@oceanwealthgroup.com

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