Q1 2025 Plan Participant Newsletter (Spanish)

Contact

Office: (949) 387-5211

Fax: (949) 387-5224

1200 Quail Street

Suite 210

Newport Beach, CA 92660

steven.edwards@lpl.com

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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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The Financial Consultants of Oakstone Wealth Management are registered representatives with, and offer securities and advisory services through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Steven Edwards | CA | 1200 QUAIL ST STE 210 | CA Insurance Lic. # 0B25042