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Service Information

Financial Consultation
1 hr
Free

Investing involves risk including potential loss of principal. Your investment value may rise and fall because of market conditions.

No investment strategy can guarantee a profit or protect against loss. Stocks can lose value, even all their value, if market conditions negatively change.

Strategies may employ an investment in annuities. Early withdrawals from these long-term investments may result in surrender penalties. Withdrawal prior to age 59½ may be subject to a 10% federal tax penalty. Guarantees rates are backed by the claims paying ability of the issuer.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth nor its representatives or employees provide legal or tax advice.

This communication is strictly intended for individuals residing in the states of CT, FL, GA, MA, MI, MO, NC, NM, OH, and SC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

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Our Services

Financial Consultation