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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 by J•Elchert Wealth Management 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.
J•Elchert Wealth Management is a marketing name for securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance services offered through Savage & Associates, Inc. which is not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment advisor. Neither Royal Alliance Associates, Inc. nor its representatives or employees provide legal or tax advice.
This communication is strictly intended for individuals residing in CA, CO, FL, IL, IN, KY, MI, MN, MO, NC, OH. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either 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 appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
J•Elchert Wealth Management
655 Fox Run Road, Suite N
Findlay, Ohio 45840
Office Phone: 419-420-6388 Direct Fax: 419-725-7759 Office Fax: 419-420-7289
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