What is the Purpose of your Money?

How do you navigate your investments in this turbulent market? Stocks? Bonds? CDs? We are here to help you diversify your portfolio so that you can grow our money when the market is up, and play defense when the market takes a tumble.

Right now is a great time to address your financial challenges and your financial goals!

We  also provide:

    1.       Investment Consulting
    2.       Financial Planning to Achieve Specific Goals
    3.       Retirement Planning
    4.       Insurance Consulting
    5.       Free E-Filing of Taxes

 

If you have any questions or concerns about any of the services we provide, please call us at 212-247-9090 (TaxMaster Financial Services/IPL) or 718-708-8400 (Bzura’s Income Tax Service).

David I. Block, EA, CTC™ CFP® is a CERTIFIED FINANCIAL PLANNER™ and a Registered Representative with Innovation Partners, llc (IPL).

Securities offered through IPL, member FINRA/SIPC, a registered Broker Dealer. Securities and certain insurance products are offered through INVEST and affiliated insurance agencies. IPL does not provide tax or legal advice. IPL is not affiliated with Taxmaster Financial Services.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

  1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.
  2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

Innovation Partners, llc Privacy Policy

Have Questions About Our Services?

Registered Representative of and securities offered through Innovation Partners, .llc, 5950 Fairview Road, Suite 140, Charlotte, NC, 28210, (704)708-5461. Member FINRA/SIPC. TaxMaster Financial Services is not affiliated with Innovation Partners, llc. For additional information, please visit FINRA BrokerCheck.

Innovation Partners, llc. (IPL), member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with TaxMaster Financial Services. IPL does not provide tax or legal advice.

Innovation Partners llc. Privacy PolicyInnovation Partners Customer Relationship Summary

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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