RD's Tax & Financial Strategies | 3190 S. Bascom Avenue, Suite 205 | San Jose, CA 95124

Robert Duitz is a registered representative registered to transact business with clients in the following states: AL, AK, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, MD, MA, MI, MS, MO, NV, NY, NC, OR, PA, TX, UT, VA, WA, WI.  Robert Duitz is advisory licensed in California and Maryland.  Robert Duitz is also an insurance agent licensed in California, CA Insurance License #OC73185. Jason Marino is a registered representative registered to transact business with clients in CA. Jason is also an insurance agent licensed in California, CA Insurance License #OF49057. Lena Ortega is a registered representative registered to transact business with clients in CA.  Lena is also an insurance agent licensed in California, CA Insurance License #OC73184.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. 

RD's Tax & Financial Strategies is not a registered broker/dealer or independent investment advisory firm.

Securities offered through H.D. Vest Investment Securities^sm, Member: SIPC | Advisory services are offered through H.D. Vest Advisory Services^sm, 6333 North State Hwy 161, Fourth Floor | Irving, TX 75038 | Ph: 972.870.6000 | Investment and Insurance Products: Are not insured by the FDIC or any federal government agency.  Are not deposits of or guaranteed by the bank or any bank affiliate. May lose Value.