We Build Relationships As Well As Portfolios.

 

 

Formulas and spreadsheets are not our sole focus.  Our commitment is to our relationship with you, our client.  Most, if not all, of our business is on a referral basis from clients we intend to partner with for years to come.  At Maxwell Financial Management, we believe that long-term goals require long-term relationships.  Our client relationships are built on trust.


California (CA), Colorado (CO), Florida (FL), Georgia (GA), Hawaii (HI), Illinois (IL), Indiana (IN), Kansas (KS), Louisiana (LA), Maryland (MD), Massachusetts (MA), Minnesota (MN), New Jersey (NJ), New York (NY), Nevada (NV), North Carolina (NC), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Texas (TX) , Vermont (VT), Virginia (VA), Washington (WA), West Virginia (WV).   

 IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
We are licensed to sell insurance products in the following states of: California (CA), Florida (FL), Indiana (IN), Minnesota (MN), Ohio (OH), Wisconsin (WI).