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DISCLAIMER

Securities offered by a Registered Representative through Private Client Services, Member FINRA, SIPC in the following states: CA, CT, FL, KY, MA, ME, MI, MN, NC, NH, NJ, NY, RI. (Securities-related services may not be provided to individuals residing in any state not previously listed) Advisory services offered through Benchmark Wealth Management, LLC a Registered Investment Advisor. Benchmark Wealth Management, LLC is registered with the SEC and able to provide services in all fifty states. Benchmark Wealth Management and Private Client Services are unaffiliated entities.

Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AZ, CT, FL, MA, ME, MI, NJ, NY, RI).

Investments in securities and insurance products: ARE NOT FDIC-INSURED | ARE NOT BANK-GUARANTEED | MAY LOSE VALUE

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Connect with us

PHONE: 860.434.6890
TOLL FREE: 888.434.6890
FAX: 860.434.6894

83 Halls Road, Suite 201
P.O. Box 525
Old Lyme, CT 06371

4851 Tamiami Trail North
Suite 200
Naples, FL 34103*

*For advisory business only and by appointment only

CLIENT RELATIONSHIP SUMMARY

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