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Confidential Data Questionnaire

 

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

 
About Us
  • Our Mission Statement
  • Our History
  • Our Team
  • The Clients We Work With
  • Our Services
  • Financial Planning*
  • Investment Management*
  • Featured Links
  • Forms
  • Our Location
  • Tell A Friend
  • Client Appreciation Events
Contact Us

300 W. Wilson Bridge Rd., Ste 320

Worthington, OH 43085

Phone: 614.431.4345
Fax: 614.431.4382


Map and Directions

Please note that any of our non-registered personnel who are referenced cannot offer the products or services of the broker-dealer to a client.

* Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC, and a registered investment adviser. Maxwell Financial Management is not affliated with FSC Securities Corporation or registered as a broker/dealer or investment adviser.

FINRA Website

SIPC Website