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Contact Us for a Free Financial Consultation:

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AGARWOOD WEALTH

5930 Main St, Suite 200
Williamsville, NY, 14221

716-529-3222
 

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.


© 2024 Osaic Wealth Inc. All rights reserved. Member FINRA/SIPC. Osaic is registered with the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority. This site is published for residents of the United States only. Registered Representatives of Osaic Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the services referenced on this site are available in every state and through every representative listed. For additional information, please contact Osaic at 800-747-6111.

 

NOTICE: This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the states due to various state regulations and registration requirements regarding investment products and services.

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Registered Representatives of Osaic transact business in the United States as registered with FINRA and the state's securities regulator. Follow-up and individualized responses to consumers in a particular state by Osaic that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with the state's broker-dealer, investment adviser, BD agent or IA rep registration requirements, or an applicable exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her stated securities law administrator.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

We may utilize third-party Websites, including social media Websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retains copies of information that we or third-parties may contribute to such sites. This information is subject to review and inspection by the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by our advisory persons after entering into an advisory agreement and provided with all requested background and account information.

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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This communication is strictly intended for individuals residing in the states of CA; CO; FL; IL; KY; MA; MD; ME; MI; MO; NC; NV; NY; OH; PA; TN; TX; UT; VA; VT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

LINK DISCLOSURE: Any third-party hyperlink takes you away from this Osaic Website and to a third-party site. That site may have a privacy policy different from Osaic and may provide less security than this Osaic site. Osaic and its affiliates are not responsible for the products, services, and content on any third-party website. www.finra.org / www.sipc.org

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CHECK THE BACKGROUND OF THIS FIRM on FINRA's BrokerCheck. https://brokercheck.finra.org/  Osaic adheres to regulatory requirements and maintains transparency with our clients by providing a direct link to FINRA's BrokerCheck. Before investing, make sure to check the background of the firm and investment professional.

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