Q1 2023 Letter to Clients: April 10th, 2023

by Jack Oujo | Apr 10, 2023 | Financial Planning

April 10, 2023

Dear Valued Client:

Enclosed are your reports and spreadsheets for the period ending March 31, 2023. (more…)

Q1 2022: Letter to Clients

by Oujo Team | Apr 8, 2022 | Financial Planning

April 8, 2022

Dear Valued Client:

Enclosed are your reports for the period ending March 31, 2022.  This package will also contain spreadsheets (clients with over $750,000) and various information pieces.

(more…)

Q1 2022 Letter to Clients: April 4th, 2022

by Jack Oujo | Apr 4, 2022 | Financial Planning

April 4, 2022

Dear Valued Client:

Enclosed are your reports for the period ending March 31, 2022.  This package will also contain spreadsheets (clients with over $750,000) and various information pieces.

(more…)

Q4 2021- From the Desk of Anthony Sandomierski CPA/PFS, CFP®, MS (Taxation)

by Anthony Sandomierski | Jan 24, 2022 | Financial Planning

From the desk of Anthony Sandomierski, CPA/PFS, CFP®, MS (Taxation)

Q4 2021 Letter

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Q4 Letter to Clients: January 8, 2022

by Jack Oujo | Jan 8, 2022 | Financial Planning

January 8, 2022

Dear Valued Client:

(more…)