Visitors to the Meritage Financial Solutions website acknowledge that different investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client`s or prospective client`s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or substitutes for, personalized individual advice from the adviser or any other professional.
This website is solely intended for use by clients and interested investors residing in states in which Meritage Financial Solutions is qualified to provide investment advisory services. Please contact your financial advisor to determine if this is the case. Meritage Financial Solutions does not attempt to furnish personalized investment advice nor services through this publication. Any subsequent, direct communication with existing or prospective clients will be conducted by the client's investment advisory representative. Some of the information given in this publication has been produced by unaffiliated third parties and while it is deemed reliable, Meritage Financial Solution do not guarantee its timeliness, sequence, accuracy, adequacy or completeness and make no warranties with respect to results to be obtained from its use.
IRA OF AMERICA was designed to comply with the most stringent interpretation of proposed duciary regulations of the Dodd–Frank Wall Street Reform and Consumer Protection Act.