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Two Palms Financial

See What You're Missing

Two Palms Financial

See What You're Missing

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See What You're Missing

Do you own mutual funds in a brokerage account? Beware of this sneaky, year-end tax!

Dan Costigan 4/1/26 Dan Costigan 4/1/26

Do you own mutual funds in a brokerage account? Beware of this sneaky, year-end tax!

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Email: Dan@twopalmsfinancial.com

Phone: (949) 415-3432

San Clemente, California

Two Palms Financial is a registered investment adviser registered with the State of California. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients. Please see Disclaimers for additional important information.

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