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I.D.E.A.L. Financial Services

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

The financial consultants of I.D.E.A.L. Financial Services are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, LLC, a registered investment advisor. IDEAL Financial Advisors, LLC and Strategic Wealth Advisors Group, LLC are separate entities from LPL.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, ID, MT, NC, NY, OK, OR, PA, SD, TX, WA.

Jeffrey Witt maintains Series 7, 24 and 63 securities registrations through LPL Financial and holds Life, Disability & Variable Insurance license with the state of CA Insurance Lic #0649390.

Jeffrey Witt | CA | 251 Lafayette Cir, Ste 320, Lafayette, CA 94549 | CA Insurance Lic #0649390

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Check the background of this investment professional