Will I Avoid IRMAA Surcharges On Medicare Part B & Part D? - Todd Pouliot | Gateway Financial

Описание: Thank you for watching my video. Feel free to check out www.mygatewaymoney.com
Todd Pouliot, AIF
Gateway Financial, LLC
Address: 9821 Olde 8 Road, Suite M, Northfield Center, OH 44067
Toll-Free: 844-592-9888
  / toddpouliot  


Gateway Financial is an Investment Advisor registered with the State of Ohio and in other jurisdictions where exempted. All views, expressions, and opinions included in this communication are subject to change.

This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets, or developments mentioned.

We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.

Please contact us at 844-592-9888 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Gateway Financial, LLC with the account statements from your Custodian.

Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.mygatewaymoney.com.

This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

#gatewayfinancial #mygatewaymoney #toddpouliot