ADV Part 2A
ADV Part 2B
Chisholm Financial Planning & Investments is a New York state Registered Investment Advisor able to conduct advisory business in states where it is registered, exempt or excluded from registration. The information contained herein is for information purposes only and should not be construed as an offer or solicitation for investment advice or for the offer for the purchase or sale of any security, insurance or other investment product. Investments involve the risk of loss, including loss of principal. Please consult a qualified advisor, tax, accounting or legal professional before implementing any ideas or strategies discussed here.
Thanks Jenny…that was a great message and reminder.
Glad it was a good reminder! Happy Thanksgiving and Merry Christmas!