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Paul Lieu, CFS® Wealth Advisor
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Paul Lieu, CFS®
Wealth Advisor

Securities and Advisory Services offered through Calton & Associates, Inc. Member FINRA/SIPC. OSJ, 2701 North Rocky Point Drive, Suite 1000 (10th floor), Tampa, FL 33607 (813) 264-0440. Paul Lieu, Registered Representative Insurance services offered thru Calton & Associates, Inc. Corporate Headquarters: 2701 North Rocky Point Drive, Suite 1000 (10th floor), Tampa, FL 33607 (813) 264-0440. The information presented was prepared by Broadridge Investor Communication Solutions, Inc., a separate, nonaffiliated business entity and is intended to offer factual and up-to-date information on the subjects discussed, but should not be regarded as a complete analysis of these subjects and may change at any time without notice. The material is provided for general information and educational purposes based upon publicly available information from sources believed to be reliable however we cannot assure the accuracy or completeness of these materials. Opinions expressed herein do not necessarily reflect those of Calton & Associates, Inc. or it’s registered representatives. Individuals should consult their tax or legal advisors before making tax or legal related investment decisions, as Calton & Associates, Inc. and its Registered Representatives do not offer tax or legal advice. This information should not be construed as investment advice or to predict future performance. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
 
 
 
This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
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