Tax, Investment, and Financial Planning 
Jerry Moore is a Registered Representative offering Securities through United Planners Financial Services, Member FINRA/SIPC. Advisory services offered through Bradford Financial Center. Bradford Financial Center, United Planners, and Tower Wealth Advisors are not affiliated.  Confidential Information: This message and any attachments contain information from United Planners Financial Services, which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited.
Tax services are offered independently of United Planners Important Disclosure: I'm an Enrolled Agent (EA), which means I'm authorized by the IRS to offer tax advice and services. It's important to note that my role as an EA is separate from my work with United Planners Financial Services. In simpler terms, when I give you tax advice or handle your tax needs, this is considered an "Outside Business Activity" by United Planners Financial Services. This means that the tax services I offer are not supervised or endorsed by United Planners, even though I may also work with you on financial planning and investment services through them. Think of these as two distinct hats I wear: one for tax-related matters and another for financial and investment planning through United Planners. They are legally separate and should not be seen as the same service.

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