For information on tax free municipal bond & taxable bond investment strategies and rates – please call us today at our Boca Raton, Florida offices at (561) 210-7887 or submit your information below on our confidential request form.
Investing in bonds in today’s ultra- low interest rate environment can be challenging to navigate before or after retirement. We look forward to taking to you soon to discuss fixed income investing and your financial goals. Please note if you would also be interested in registering for a complementary portfolio consultation.
Disclosure: Municipal bonds are federally tax-free but other state and local taxes may apply. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
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Our Focus: Helping you and your family to wisely manage your wealth, financial health and your money mindset. The smartest investment you can make today is in your own financial health and sustainability.
Est. in 2002, Ulin & Co, has no divided loyalties and are entirely vested in our clients’ long-term financial success. We believe that being independent, unrestricted, and not conflicted by business interests or stockholder profits – is the only way to provide truly objective and trusted advice. Joining Ulin & Co. means establishing a relationship with a trusted firm who addresses your needs and has your best interests at heart.
From generation to generation, we’ve established a reputation for accountability and clarity, and truly treat you like family. You’ll know where your money is and what it’s doing for you. Thank you for considering our firm for your wealth management and financial planning services.