Perennial Wealth Management Company

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Office

646 Main Street, Suite 205
Port Jefferson, NY, 11777

Phone

(631) 228-8970

Email

[email protected]

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Link Disclosure

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

DISCLAIMER

Securities offered through LPL Financial, Member FINRA/SIPC. FINRA SIPC The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only 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. Candice will provide these states Check the background of investment professionals associated with this site on FINRA's BROKER CHECK.

HOW YOUR ACCOUNT IS PROTECTED

Our affiliation with LPL affords our clients several layers of account security. The Securities Investor Protection Corporation (SIPC) limit of $500,000 ($250,000 of this amount may be claims for cash) per account does not mean that the account will receive only up to $500,000. Please note that SIPC does not protect against losses from investments. If you would like more information on LPL Financial�s SIPC membership, please visit www.sipc.org for a brochure. The Federal Deposit Insurance Corporation (FDIC) protects deposits of up to $250,000 per depositor ($500,000 for joint accounts). FDIC covers most, but not all, U.S. banks and savings associations in the event that the institution becomes insolvent. FDIC does not cover securities, mutual funds, or similar types of investments. For more information about FDIC insurance, visit www.fdic.gov.

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