Happy Holidays

 From Farrukh Kazmi

2020 has indeed been one of the most bizarre and challenging years, and although it is finally coming to an end, our work to serve you never stops.

As the holidays are often a time for exchanging gifts, why not see if you have an unclaimed gift of your own!?  There are millions of Americans who have unclaimed property, with some estimates as high as $80 Billion or more of assets that are waiting to be claimed.  Fortunately, searching for these assets can be quite simple, using individual State’s official databases.

https://www.usa.gov/unclaimed-money/

Go to your home State’s official website and do a search for it’s unclaimed property portal.  You can input your name and see if any of the corresponding results are a match. 

A couple of tips to help – make sure to check each State that you’ve ever lived in, current or past, and do searches including maiden names and former addresses.  Sometimes, this can help to uncover more potential assets.   

We’ve personally had family members find a significant amount of unclaimed property lately, and we would urge you to try it out and see what you can find.  It’s quite fun to look up with the whole family when you’re all together over the holidays, whether in person or virtually.  It can even become a game to see who the biggest winner is by finding the most unclaimed property!   

If you do happen to come across anything or need any help in the process of claiming, please let us know, as we’d love to hear your success story.

We are grateful to have you as part of the A&S Family and look forward to serving you in the coming year and beyond. 

Please stay safe and well, and have a wonderful holiday.

With Gratitude,

Majid Kureshi

Farrukh Kazmi

(one of my favorite pictures of our son, Ayaan, from a couple years ago)

Farrukh Kazmi

A & S Asset Management

1714 Memphis Street

Suite 110

Philadelphia, PA 19125

Farrukh Kazmi

Office: (856) 437-3215

Fax: (856) 437-3215

Mobile: (856) 630-0691

mkureshi@berthelrep.com

Registered representative of and securities offered through Berthel Fisher and Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. A&S Asset Management, BFCFS, and BFC Planning, Inc. are independent entities.  Please note electronic mail is not secure: Berthel Fisher & Company does not accept or take responsibility for acting on time-sensitive instructions sent by email.

Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.


The interpretations and organization of these ideas are the confidential thoughts of A&S Asset Management and do not represent the opinions of Berthel Fisher & Co. Financial Services, Inc. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please note that forward-looking statements do not ensure that the stated forecasts will come to pass. Please consult your Financial Representative for further information.

This material contains confidential information intended only for use of the individual or entity named.  It has been determined that the intended recipient meets the financial criteria to act upon this material. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this transmission is strictly prohibited. If you receive this communication in error, please immediately notify the sender.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

A&S Asset Management, BFC Planning, Inc., and BFCFS does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. A&S Asset Management, BFC Planning, Inc., and BFCFS cannot guarantee that the information herein is accurate, complete, or timely. A&S Asset Management, BFC Planning, Inc., and BFCFS makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.

Hello everyone,

We hope that everyone is keeping safe and healthy.   As Thanksgiving and the holidays approach, time with family is especially important, and we are honored to have you as part of ours. 

This year has been difficult for many, and has emphasized the need to count our blessings.  Whatever your plans may be for Thanksgiving this year, we wish you the best.  Being able to work together and have you as part of our family is something we are truly grateful for.   

Please stay safe and well, and have a wonderful holiday. 

Sincerely,

Majid Kureshi

Farrukh Kazmi

Farrukh Kazmi

A & S Asset Management

1714 Memphis Street

Suite 110

Philadelphia, PA 19125

Farrukh Kazmi

Office: (856) 437-3215

Fax: (856) 437-3215

Mobile: (856) 630-0691

mkureshi@berthelrep.com

Registered representative of and securities offered through Berthel Fisher and Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. A&S Asset Management, BFCFS, and BFC Planning, Inc. are independent entities.  Please note electronic mail is not secure: Berthel Fisher & Company does not accept or take responsibility for acting on time-sensitive instructions sent by email.

Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.


The interpretations and organization of these ideas are the confidential thoughts of A&S Asset Management and do not represent the opinions of Berthel Fisher & Co. Financial Services, Inc. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Please note that forward-looking statements do not ensure that the stated forecasts will come to pass. Please consult your Financial Representative for further information.

This material contains confidential information intended only for use of the individual or entity named.  It has been determined that the intended recipient meets the financial criteria to act upon this material. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copy of this transmission is strictly prohibited. If you receive this communication in error, please immediately notify the sender.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

A&S Asset Management, BFC Planning, Inc., and BFCFS does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. A&S Asset Management, BFC Planning, Inc., and BFCFS cannot guarantee that the information herein is accurate, complete, or timely. A&S Asset Management, BFC Planning, Inc., and BFCFS makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.