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Insight Financial Solutions is a local, independent Financial Services Firm, dedicated to serving our clients' needs first. We Are Local: Our convenient location in downtown Grand Junction is easily accessible from anywhere in the Grand Valley. Our ties to the Grand Valley make us accountable to our clients and our community to running an honest and ethical practice. We Are Independent: Our unbiased recommendations are based on meeting your goals and objectives, not selling a proprietary product or service. |
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Estimate short-term and long-term federal capital gains taxes Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield. Is your personal inflation rate higher or lower than the CPI? How much would your monthly lease payment be? |
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700 Belford Avenue, Suite 215 Phone: (970) 986-4503 |
Cary Eidsness and Kevin L. Price are Registered Representatives of and offer securities products & services through Sigma Financial Corporation Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state of Colorado. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.