Plan for Your Future Now
If you have any questions or would like to
meet to set up a personalized one-on-one goal planning session,
please contact us at 1-866-7ARGOSY.
Products and Services
We are proud to service all of your family's
financial needs under one roof.
We provide excellent service and analysis to any client: everything
from small-interest beginners to large-scale financial investors.
We do this by providing all of our clients with access to
our comprehensive talent. This includes but is not limited
to:
• Mutual Funds
• Stocks and Stock Options
• Insurance
• Mortgage Services
• Banking
CONSUMER INFORMATION:
This communication is strictly intended for
individuals residing in the following states. No offers may
be made or accepted from any resident outside the specific
state(s) referenced.
A broker-dealer, investment advisor, BD agent,
or IA representative may only transact business in a state
if first registered appropriately. 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
advise for compensation, will not be made without first complying
with appropriate registration requirements.
For information concerning the licensing status
or disciplinary history of a broker-dealer, investment advisor,
BD agent, or IA representative, a consumer should contact
his or her state securities law administrator.
Securities offered through UNITED PLANNERS`
FINANCIAL SERVICES OF AMERICA, A Limited Partnership.
Member FINRA and SIPC.
We are licensed to sell Insurance Products in the following
states:
Oregon, Arizona, Washington
We are licensed to sell Securities in the
following states:
Oregon, California, Arizona, Washington and Colorado
Securities offered through UNITED PLANNERS FINANCIAL SERVICES
OF AMERICA, A Limited Partnership.
Member FINRA and SIPC.
United Planners is the 3rd largest financial broker in the
United States and the #1 Fastest Growing Brokerage in the
United States.
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