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BCR Financial Services, LLC

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

*Registered Representatives of Lincoln Financial Securities Corporation, Member SIPC offering investments to residents of the states of: AK, AL, AR, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY. BCR Financial Services, L.L.C. is a Pennsylvania licensed Registered investment Advisor. To see a directory of BCR Advisors, please click here. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. Lincoln Financial Securities and their representatives do not offer legal or tax advice. Please see your legal or tax professional regarding your individual circumstances. BCR Financial Services, L.L.C. and Lincoln Financial Securities are not affiliated. Securities related business that is recommended by investment advisors of BCR Financial Services LLC can be executed through the individual representative’s relationship with Lincoln Financial Securities Corp. LFS-2417370-020819

BCR Financial Services, LLC and Lincoln Financial Securities are not affiliated.

Lincoln Financial Securities Corp. and its representatives do not provide legal or tax advice.

Individuals should consult their legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here

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