Time to Get Tax-Savvy: Managing Your Tax Burden

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Lam Financial Services is not a registered entity or a subsidiary or control affiliate of WFS.

IMPORTANT NOTE: Stephen T. Lam is a registered representative registered to transact business with clients in PA. Elizabeth A. Herman is a registered representative registered to transact business with clients in PA and NJ. Stephen T. Lam is advisory licensed in PA. Elizabeth A. Herman is advisory licensed in NJ and PA. Elizabeth A. Herman is also an insurance agent licensed in PA and NJ. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

http://brokercheck.finra.org/