How to find a Catholic Advisor: 5 tips you must know!

Video Description

Here are 5 questions you should ask when looking for a Catholic financial planner to make sure that you find one who is truly going to meet your needs. Before we get into it, we are financial advisors in Northern Virginia, serving clients in the surrounding area and across the country. https://www.primeaumayer.com/ PrimeauMayer Financial (571) 252-7111 [email protected] 7900 Sudley Road Suite 806 Manassas, VA 20109 https://www.primeaumayer.com/contact-us/ Check the background of your financial professional on FINRA’s BrokerCheck. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Investment advisory services offered through PrimeauMayer Advisors LLC, registered with the Commonwealth of Virginia. For a complete description of investment risks, fees and services, review the PrimeauMayer Advisors LLC firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting PrimeauMayer Advisors LLC. The content of this webinar is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. PrimeauMayer Advisors LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Fiduciary duty extends solely to investment advice and does not extend to other activities such as insurance product sales, including annuities, life insurance, and long-term care insurance or broker-dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. The investment adviser representative (“IAR”) is also a licensed insurance agent. In this capacity, the IAR may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through the IAR on a commissionable basis. In addition, the IAR may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when the IAR acts as an insurance agent may give the IAR an incentive to recommend insurance products based on the compensation received.