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Q4 2024 Plan Sponsor Newsletter

Contact

Office: 805-543-1033

Office: 805-880-9444

401 Chapala St #105 Santa Barbara, CA 93101

956 Walnut St, #200

San Luis Obispo, CA 93401

Series 7, 9, 10, 66

[email protected]

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

The Financial Consultants of Foronjy Financial are registered representatives with, and securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Mariner Independent Advisor Network, a registered investment advisor. Mariner Independent Advisor Network and Foronjy Financial are separate entities from LPL Financial.

The LPL Financial Registered Representative/s associated with this site may only discuss or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Link to Form CRS for Mariner Independent Advisor Network MIAN can be accessed HERE