fbpx

IMPORTANT DISCLOSURE INFORMATION

Designation

 

Please Note Limitations:

The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if ProVise is engaged, or continues to be engaged, to provide investment advisory services. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client.