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DID YOU KNOW: You Must Fund Your IRA by April 15th? by Marta Amaton

Greetings!
Did you know you must fund your IRA by April 15th?
We are all very busy and I wanted to send you a courtesy reminder if not already, the IRA April 15th deadline contribution. As we know how time flies and before we know it, we will be in the our retirement years whether it’s optional for us or not. Enjoy. Read More
Best regards,
Marta Amaton
Transamerica Financial Advisors, Inc.
1030 Seminary St. Ste.A
Napa, CA 94559
Tel. 707.224.4077
Fax. 888.506-5316
www.jacobsonwealth.com
With almost three decades of experience, Transamerica Financial Advisors, Inc. is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success.
At Transamerica Financial Advisors, we review and update our product offerings and technology to better serve our clients and representatives. We currently handle more than $32 Billion in customer assets, with over 5,000 registered representatives serving clients in over 1000 branch offices nationwide.
Transamerica Financial Advisors, Inc. (“TFA”) does business through two separate Divisions. One division is headquartered in the company’s home office located in St. Petersburg, FL and operates under the name, Transamerica Financial Advisors, Inc. without any Division designation. The other Division, based in Johns Creek, GA, operates under the name Transamerica Financial Advisors, Inc. Transamerica Financial Group Division, (“TFG”). Each Division may have different product and service offerings and different compensation arrangements with product and service sponsors and providers. To learn more about TFG, visit the Home Page of TFG at www.tfaconnect.com.
Thinking forward. Thinking smart.
At Transamerica Financial Advisors, we focus on creating, growing and managing wealth through a range of financial products and services. Our company’s vision is “to enhance the present and future economic well-being of our clients and representatives.”
Resourceful. Reputable. Rewarding.
For over 25 years, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors’ financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. Transamerica Financial Advisors, Inc. is a Transamerica company and is built on the same foundation of support and service that was established over 100 years ago. Simply put, the Transamerica brand is synonymous with quality, strength and longevity. Transamerica is a member of the Aegon group of companies. Aegon’s core business is providing life insurance, pension solutions, and asset management products. Aegon operates in more than 25 countries around the world with more than 28,000 employees.
Investment Advisor Representative with Securities and Investment Advisory Services through Transamerica Financial Advisors, Inc.member FINRA, SIPC and a Registered Investment Advisor. Non-securities products and services are not offered through Transamerica Financial Advisors, Inc. CA Insurance Lic# 0C44522
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) – Member FINRA, SIPC, and Registered Investment Advisor. Non-securities products and services are not offered through TFA.