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Q1 2025 Plan Participant Newsletter (Spanish)

Contact

Ideal Wealth Management

Office: (631) 546-5382

Toll-Free: (877) 845-4754

Fax: (631) 885-8212

2116 Merrick Avenue

Suite 3007

Merrick, NY 11566

cliff.meditz@lpl.com

LPL Financial Form CRS

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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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Clifford Meditz is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

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, HI, IL, MA, NC, NJ, NY, PA, OK, SC, WI.