IMPORTANT CONSUMER INFORMATION:
This communication is strictly intended for individuals residing in the states listed below. 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.
Advisory Services offered through WESTFIELD WEALTH MANAGEMENT, LLC. Securities offered through UNITED PLANNERS FINANCIAL SERVICES, A Limited Partnership. Member FINRA and SIPC
Westfield Wealth Management and United Planners are independent companies.
We are registered to sell Securities in the following states:
Arizona, California, Florida, Georgia, Maryland, Maine, North Carolina, New Jersey, New Mexico, New York, Ohio, Pennsylvania, South Dakota, Texas, Wisconsin.
Securities offered through United Planners Financial Services of America, Member FINRA, SIPC. Advisory services offered through Westfield Wealth Management. Westfield Wealth Management and United Planners are not affiliated.