Zoellner Whole Financial Professional LLC

CONNECT

Address:

7655 Highland Road Suite 203,
Waterford, MI 48327

Phone:

248 886 - 8190

Fax/Other:

248 886 - 8191

Disclosures

 

General disclaimer

While information posted on this site is believed to be reliable and accurate at the time of posting, the Owner ("ZWF") does not guarantee, represent or warrant that the information contained on this site is accurate, complete, reliable, verified, error free, or fit for any purpose.

Nothing on this site forms a contract, or a part of any contract, other than as it relates to the use of this site or as may be expressly provided. In the event of a conflict between the information contained on this site and the terms contained in any products or services offered by ZWF or a third party, the terms contained in any document detailing such product or service will prevail.

Neither ZWF or any third party, make any representations or warranties, express or implied, regarding the usability or condition of this site, that this site will operate uninterrupted or error free, or that this site will operate in combination with any services or software used in connection therewith or that it shall be viewed consistently with all browser software or that any communication transmitted to or from this site is private, confidential or secure.

ZWF expressly disclaims all representations, warranties or conditions, express or implied, statutory or otherwise, including, without limitation, the warranties and conditions of merchantable quality and fitness for a particular purpose, non-infringement, compatibility, timeliness, security or accuracy, and any representations, warranties or conditions that may arise from a course of dealing or usage of trade.

You assume full responsibility for risk of loss of any nature whatsoever resulting from your use of this site. Without limiting the generality of the foregoing, you acknowledge and agree that neither ZWF or any third party, shall be liable to you for loss of data, computer time or any loss or damage of any nature whatsoever arising out of or attributable in any manner whatsoever to your use or inability to use this site for any reason whatsoever or to any action or inaction on the part of ZWF or for any direct, indirect, special or consequential damages, even if the Owner has been advised of the possibility thereof, including but not limited to lost profits, lost opportunities or business revenues, loss of goodwill, or failure to realize expected savings.

This site may contains links to other sites which sites are not maintained or controlled in any way by ZWF. Links to any such sites that are not maintained or controlled by ZWF are provided for convenience only and are not to be construed as an endorsement by ZWF or any other party of the products, services, advice or opinions or any other content of such sites. Access to or use of sites to which links are provided are subject to the terms and conditions of such sites. You are fully responsible for any use that you make of the content contained in such sites and you are solely responsible for the consequences of any use of or reliance on such content.

Safeguarding Client Assets & Information

Securities offered through Newbridge Securities Corporation, Member FINRA/SIPC and Investment Advisory Services offered through Newbridge Financial Services Group, Inc., an SEC Registered Investment Adviser.

All client transactions are cleared on a fully disclosed basis through COR Clearing. COR Clearing is a member of the Securities Investor Protection Corporation (SIPC), which provides coverage for accounts up to $500,000 (including up to $250,000 in cash) per client as defined by SIPC rules.

COR Clearing’s policy through Lloyd’s of London provides additional account coverage up to $24.5 million (including up to $1,150,000 in cash) per client as defined by SIPC rules. With both SIPC and Lloyd’s of London coverage, accounts are protected up to a total of $25 million per client (as defined by SIPC rules) including up to $1,150,000 for cash balances, with an aggregate limit of $100 million. This coverage does not protect against the loss of the market value of securities.

Privacy and Confidentiality

You acknowledge that the Owner ("ZWF") collects and uses personal information for purposes of providing the services described on this site. ZWF is committed to respecting the privacy and confidentiality of information in accordance with applicable law. ZWF has established and will continue to maintain appropriate safeguards to protect the security and confidentiality of personal information. However, you acknowledge and confirm that the Internet is not a secure medium where privacy and confidentiality can be guaranteed and that complete security and confidentiality of transmissions to and from this site over the Internet is not possible at this time. Your confidential use of the site cannot be guaranteed and you acknowledge that your use of the site (including information you transmit to the site) may be subject to access or manipulation by, or disclosure to, third parties. Without limiting any other disclaimer herein, neither ZWF nor any third party shall be responsible or liable for any damages that you or any other person may suffer in connection with any such breach of privacy, confidentiality or security.

 

Website
This website should not be deemed as an offer or solicitation in states where the registered representative(s) / investment advisor(s) is not registered to provide services. This communication is strictly intended for investors residing in the following states: MI,TX,IA.

Specific recommendations can only be based on review of a number of suitability factors including but not limited to the investor’s financial profile, investment objectives, and risk tolerance and the investor’s review of appropriate offering documents. Past performance is no guarantee of future results.

Limited license and use

The owner of this site (“Owner”) grants you a limited license to display the contents of this site on your computer or other electronic device you use to access this site, and print, download and use the materials on this site solely for informational purposes or to transact with the Owner, provided that the contents of the site are not modified in any way and that all copyright and other notices are maintained. You agree not to, directly or indirectly, attempt or actually disrupt, impair or interfere with, alter or modify this site or any of its content.

This site is for general information purposes only and is not intended to provide you with any personalized financial, insurance, legal, accounting, tax or other professional advice. You may not rely on this site as a substitute for independent research or for personal advice.

Nothing on this site constitutes an offer to buy or sell products or services of any third party. All products and services are subject to the terms and conditions of any applicable contracts and applicable laws. The products and services described on this site are available only in jurisdictions where they may be lawfully offered for sale. The Owner may only solicit the sale of financial products and services for which the Owner has been duly licensed in the jurisdiction in which the sale occurs.

The use and content of this site, including the terms and conditions of use, shall be governed by the laws of the state in which the Owner resides and you agree to attorn to the jurisdiction of the courts of that state.

If you are accessing this site on behalf of another party, you confirm that you are authorized to do so, and agree you shall be liable and will indemnify and hold harmless the Owner in the event the party you are acting on behalf of claims you did not have such authority, or the information you submitted was inaccurate.

No endorsement or approval of any third party or their statements, opinions, information, products, or services is expressed or implied by the contents of this site. To the extent any third party opinions or information are included on this site, they are provided for convenience only and the Owner assumes no liability and does not approve or endorse such third party content, or warrant such content to be accurate, complete, reliable, verified, error free, or fit for any purpose.

The Owner may utilize third party service providers to provide certain tools and/or programs, some of which may be housed on a third party server or on a site which has been independently developed by others. As such, while accessing this site you may be linked to such other third party servers. Access to other sites or use of any third party tools or programs on this site are subject to all terms and conditions found therein.

Pop Up Disclaimer

Please be advised that by clicking on the links you will be leaving this web site and redirected to another site.

Link  Disclaimer

The information provided in the links and tools are provided as a courtesy and are for informational purposes only. When you link to any of the websites, you are leaving this site and are doing so at your own risk. The content to which you link have not been reviewed by Newbridge Securities Corp or Newbridge Financial Services Group Inc. and does not warrant or make any representations regarding the use of the results of the materials in those sites in terms of their correctness, accuracy or reliability.

Firm Disclosure

Securities offered through Newbridge Securities Corp. www.newbridgesecurities.com

Member FINRA/SIPC

Investment Advisory Services offered through Newbridge Financial Services Group, Inc. an SEC Registered Investment Adviser www.newbridgefsg.com

Office of Supervisory Jurisdiction:5200 Town Center Circle, Tower One, Suite 306, Boca Raton, FL 33486, Tel No. 954 334-3450, Toll Free No. 877 447-9625, Fax No. 954 489-2390. 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck