FIRST APPOINTMENT
What to expect
We are often asked what to expect in the first appointment when a new customer schedules his or her initial complimentary consultation, so we created this handy downloadable document explaining everything you need to know. It’s not complicated at all; however, the unknown can be a little intimidating so we thought we’d help take the mystery out of it. Please download the document below.
This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Advisor.
