Securities offered through Triad Advisors, LLC. (“Triad”), an SEC registered broker-dealer and member FINRA/SIPC. Investment advisory services offered through Targeted Financial Services, LLC (“TFS”), an independent registered investment adviser, which maintains a principal office in the State of New Jersey. Triad and TFS are separate entities and are not affiliated.
This website is limited to the dissemination of general information pertaining to the investment advisory services offered by TFS to U.S. residents of those states where providing such information is not prohibited by applicable law. Accordingly, no statement contained herein is to be construed as a solicitation to effect transactions in securities or the provision of personalized investment, tax or legal advice. TFS may only transact business in those states in which it is registered/notice filed or qualifies for a corresponding exemption from such requirements. Any subsequent, direct communication with TFS will be initiated by a representative of the Firm whom is either registered or exempt from registration in the state where a prospect or client resides. Additional information about TFS, including a description of its registration status and business operations, is contained in the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the website of the U.S. Securities and Exchange Commission (SEC) at www.adviserinfo.sec.gov.
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