We look forward to meeting you!

OSAIC WEALTH, INC FORM CRS

THE AMERIFLEX GROUP FORM CRS

Perfected Wealth Management is a national firm headquartered in Fullerton, CA. As a fiduciary, we serve clients in CA, NY, TX, AK, AZ, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, LA, MA, MI, MN, MO, MT, NC, NH, NJ, NM, NV, OH, OK, OR, PA, SC, TN, UT, VA, WA.

Securities offered through Osaic Wealth, Inc member FINRA/SIPC. Investment advisory services offered through The Ameriflex Group. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Electronic communications are not necessarily confidential and may not be delivered or received reliably. Therefore, do not send orders to buy or sell securities or other instructions related to your accounts via e-mail. The material contained herein is confidential and intended for the addressed recipient. If you are not the intended recipient for this message, any review, dissemination, distribution, or duplication of this email is strictly prohibited. Please contact the sender immediately if you have received this message in error. 

The information provided herein has been obtained from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

Check the background of this investment professional - FINRA's BrokerCheck

CA Insurance License #: 0H42764

Copyright © 2023 Perfected Wealth Management

All rights reserved.