*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

 

Registered Representatives offer securities through Securities America, Inc. Member FINRA/SIPC. Financial advisors offer advisory services through Arbor Point Advisors. Capital Income Advisors, Arbor Point Advisors and Securities America companies are unaffiliated. .CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele NY#1223779

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities America and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation

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EDUCATION

We believe an educated client makes the best decisions. We host educational events throughout the year for our client in the manner they choose, whether that's a physical event or webinar.

APPRECIATION

We value each and every one of our clients and we have a great community of people. We like to show you our gratitude in different ways, but hosting an event where we can get together and have some fun is always a popular thing???

ADVOCATE

To recognize the contributions our own clients in helping us grow, we like to host a special event. Whether you add a client to our newsletter list, refer someone who talks to us about their situation or bring a referral to one of our events, we like to host an extra special event for those clients who are real advocates of our services.