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(Manhattan Office)
Please review the list of tax documents you will likely need to bring to your first appointment.
Registered Representative of and securities offered through LifeMark Securities Corp. 400 West Metro Financial Center, Rochester NY 14623, (585)424-5672. Member FINRA/SIPC. TaxMaster Financial Services is not affiliated with LifeMark Securities Corp. For additional information, please visit FINRA BrokerCheck.
LifeMark Securities Corp., member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with TaxMaster Financial Services. LIFEMARK does not provide tax or legal advice.
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