Contact Information

Please contact us with any questions or to set up a free, initial consultation:

Email:

Richard Hana: [email protected]

Mary Cousineau: [email protected]

Stephanie Williams: [email protected]

Telephone:

904-285-7900
800-622-7020

Office Location:

3206 Sawgrass Village Circle
Ponte Vedra Beach, FL 32082

Forms

Client Information Sheet

Risk Tolerance Questionnaire

This communication is strictly intended for individuals residing in the states of CO, FL, GA, KS, LA, MA, MN, NC, OH, OK, TX, UT, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Privacy

Form CRS: Client Relationship Summary