Christakos Financial Group
RIGHTSIZING Your Expectations ®
Westfield Wealth Management is our fee based wealth management firm focused on helping families achieve their lifelong goals.
In the September/October 2014 issue of New Jersey CPA magazine, the New Jersey Society of CPAs spotlighted Jeffrey Christakos as one of its members who are practicing at the highest levels in a specific accounting discipline. He was selected for his work in the field of Financial Planning.
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.