Please read these terms and conditions of use (“Terms”) carefully before using the website or any of the information or services provided by AVB Financial Partners in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by AVB Financial Partners in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
AVB Financial Partners reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on INSERT HERE.
This website and information provided are for marketing, guidance and information purposes only. Websites such as this are not impartial and are provided in connection with advertising and marketing of the services offered by AVB Financial Partners.
Important
Investment advisory services are offered through Brookwood Investment Group LLC (d/b/a AVB Financial Partners), an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940.
Brookwood Investment Group LLC, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Brookwood”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Brookwood offers, or that its personnel possess a particular level of skill, expertise or training. Additional information pertaining to INSERT ADVISER NAME HERE and/or Brookwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.
Insurance products are offered through AVB Financial Partners. AVB Financial Partners does not attempt to furnish personalized investment advice or services through this website. Nothing on this website should be construed as personalized investment, legal, tax or insurance advice and any information contained herein should not be considered as a recommendation for any specific investment product, strategy, plan feature or other purposes.
We are not suggesting that the recipient or any other person take a specific course of action or any action at all.
This website is limited to the dissemination of general information pertaining to the advisory services offered solely to gain an understanding of our services so that you may contact us for further information. Photos and images on this Website are not of past or present clients of AVB Financial Partners. These photos should not be construed as an endorsement of AVB Financial Partners by any client.
You must be aware that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy, including those undertaken by us, will be profitable or equal any historical performance levels.
Prior to making any investment or financial decisions, an investor should seek individualized advice from a qualified professional that takes into account all of the particular facts and circumstances of an investor’s personal situation.
Current Clients
If you are a current client, it is important to remember that it is your responsibility to notify us, in writing, if there are any changes in your personal or financial situation or investment objectives for the purpose of reviewing, evaluating, or revising our previous recommendations and/or services, or if you would like to impose, add, or modify any reasonable restrictions to our investment advisory services.
Risk Disclosure
Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy, including those undertaken by us, will be profitable or equal any historical performance levels. Information regarding investment services is provided solely to gain an understanding of our investment philosophy and strategies and should not be construed as personalized investment advice.
AVB Financial Partners is compensated for the sale of these products. The recommendation that a client purchase a commission-based product presents a conflict of interest, as the receipt of commission may provide an incentive to recommend products based on commissions received rather than on a particular client’s need. It is important to review your advisor’s Brochure Supplement to be aware if any such conflicts exist.
No client is under any obligation to purchase any commission-based products offered through AVB Financial Partners. Clients may purchase insurance-related products recommended by AVB Financial Partners through other, non-affiliated representatives and/or companies.
Links to Third-Party Content
This Website may contain additional investment-related information, market data, articles and other content believed to be reliable. It may contain links to third-party websites. AVB Financial Partners does not endorse or accept responsibility for the content or use of such websites. All such information is provided for convenience purposes only.
The publication of this website should not be construed as a solicitation to effect transactions in securities or the rendering of personalized investment advice over the Internet.
Social Media
AVB Financial Partners is not affiliated with Facebook, LinkedIn, Twitter, YouTube, Google+, Instagram or any other social media site. Users are responsible for understanding the privacy policies and terms of service of each social media site. We do not adopt or endorse any content posted by third parties.
No client was compensated to follow or like our social media pages. The appearance of followers does not constitute a testimonial or endorsement of AVB Financial Partners or its services. Specific financial questions or account information should not be posted on social media due to industry regulations. All content on social media pages is archived for compliance purposes.
We do not provide customer service or enable financial transactions through social media platforms. Clients with account-specific questions should contact our office directly. Never post personal or account information on social media. Messages sent through social media will be responded to via our business email.
We appreciate the time you took to learn how to connect with us online and look forward to providing you with valuable industry content.