Professional Planning & Wealth, LLC (PP&W) provides advisory services through Triad Hybrid Solutions, LLC., a registered investment advisor. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Professional Planning & Wealth, LLC and Triad Advisors, LLC are not affiliated.
Advisory services are only offered to clients or prospective clients where PP & W and its representatives are properly licensed. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by PP & W unless a client service agreement is in place.
Random Gleanings & A$AP Finance Disclosures:
The commentary on this website, PP&W’s YouTube channel, and all social media reflects the personal opinions, viewpoints and analyses of PP&W employees or guests providing such comments, and should not be regarded as a description of advisory services provided by Professional Planning & Wealth or performance returns of any PP&W Investments client.
The views reflected in the commentary are subject to change at any time without notice, and are only intended to provide education about the financial industry. Nothing on this website or social media constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any past performance discussed is no guarantee of future results.
Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Professional Planning & Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Advisory services are only offered to clients or prospective clients where Professional Planning & Wealth are properly licensed, and no advice may be rendered by PP&W unless a client service agreement is in place. Investments in securities involve the risk of loss of principal.
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