Welcome
Thank you for choosing our firm. We look forward to a long lasting relationship.
Our firm will act with great desire to seek excellence in all we do. We have
zero tolerence for compromising ethics, integrity, or character. We will hold
ourselves accountable to the highest ethical and regulatory standards. Our firm
will add value to the industries we represent and the clients who allow us to
become worthy of their confidence and trust by utilizing industry awareness,
technology, prudent resource management, and focused financial service
strategies. Because we are independent, we will always offer the best financial
concepts and products available, along with a financial education, to build
financially secure futures for our clients. "Building Wealth For Business And
Families" is our motto and we take that very seriously.
Sincerely,
Jeffrey J. Szulczewski, CSA®,CSFP® Certified
Senior Advisor, Chartered Senior Financial Planner
Szulczewski Financial Group 1-877-BLDWLTH
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Important Consumer Information:
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a propectus from your registered representative. Read it carefully before you invest or send money. Insurance and securities products are limited to residents of California, Florida, Illinois and Wisconsin.
Registered Representative of and securities offered through QA3 Financial Corp. Member: FINRA/SIPC Investment Advisor Representative of and advisory services offered through QA3 Financial, LLC. an SEC Registered Investment Advisory Firm. Szulczewski Financial Group and QA3 are not affiliated companies.
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Saturday, July 4, 2009
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Szulczewski Financial Group is licensed to solicit and sell insurance and securities in the state(s) of California, Florida, Illinois and Wisconsin only. Szulczewski Financial Group is not able to discuss or sell insurance or securities to individuals or entities who reside outside of the state(s) of California, Florida, Illinois and Wisconsin. Mortgages are offered by Carol Szulczewski through: Whitestone Mortgage, Inc. in the state of Wisconsin only.
* Certified Senior Advisors (CSA's) have supplemented their individual licenses, credentials and education with knowledge about aging and working with seniors. Know what those licenses, credentials, and education signify. The CSA designation alone does not imply expertise in financial, health or social matters. For details, go to www.csa.us
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