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LET'S CONNECT

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PHONE APPOINTMENT

Not local?  Just have a few questions?  Let's schedule a phone call together.

IN OFFICE MEETING

Up to 1 hour in-person meetings for an Introduction to Pelorus or ad hoc client appointments.

PLAN REVIEWS

Clients looking to schedule their formal semi-annual Plan Review meetings in Spring and Fall

pelorus financial

4109 Little Road, Suite 101

Trinity, FL 34655

​​Tel: 727.287.4892​

brian.day@pelorusplanning.com

chad.clark@pelorusplanning.com

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Disclosure

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Pelorus Financial, LLC  (“RIA Firm”) is a registered investment adviser located in Trinity, FL. Pelorus Financial, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Pelorus Financial, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Pelorus Financial, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Pelorus Financial, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pelorus Financial, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pelorus Financial, LLC, please contact the state securities regulators for those states in which Pelorus Financial, LLC maintains a registration filing. A copy of Pelorus Financial, LLC’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Pelorus Financial, LLC upon written request. Pelorus Financial, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pelorus Financial, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

 

 

© 2019 by PELORUS FINANCIAL, LLC

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