8 Point Year-End Financial Planning Checklist

Contact

Office: (315) 445-7384

Fax: (315) 849-1615

5790 Widewaters Parkway

Suite 100B

Syracuse, NY 13214

info@cartagroup.com

Check the background of your financial professional on FINRA's BrokerCheck.

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

The Carta Group is a division of Community Bank, N.A. (CBNA), a national bank and parent company of Community Investment Services, Inc. (CISI), a financial services company. The advisors of the Carta Group serve as employees of Community Bank, N.A., under CBNA’s trust department and in this capacity provide financial planning services. Such advisors also serve as employees of CISI and in this capacity provide investment and brokerage services to clients.

Investment and Insurance products are:
Not a deposit, Not FDIC insured, Not insured by any Federal Government agency, Not guaranteed by the bank, May lose value