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Luke Stevens, CFP®

Financial Planner

luke@baysidetaxandwealth.com

Contact

Office: (516) 500-1248

174 Main Street

Port Washington, NY 11050

info@baysidetaxandwealth.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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Bayside Tax & Wealth Form ADV | Bayside Tax & Wealth Client Relationship Summary

Luke Stevens, CFP®

Financial Planner

(516) 500-2458

luke@baysidetaxandwealth.com

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