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ADVISORY FINANCIAL SERVICES

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Broker check https://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=110155

ADVISORY FINANCIAL SERVICES IS A FEE BASED ONLY ADVISOR AND HAS NO BROKER/DEALER RELATIONSHIPS

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Investment advisor, or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states , investment adviser, or or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by , investment adviser, or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states investment adviser, or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Investments products and services available only to residents of : California (CA), Connecticut (CT), Florida (FL), Massachusetts (MA), Maine (ME), New Hampshire (NH), New York (NY)

We are licensed to sell insurance products in the following states of: California (CA), Florida (FL), Massachusetts (MA)

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