• Comprehensive Wealth Management
• Retirement, Estate, and Tax Planning
• Investment Consulting
• Asset Protection
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Securities offered through Securities Service Network, Inc.(SSN) A registered broker/dealer. Member FINRA & SIPC.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access to our website to individuals residing in states where we are currently registered. Those states are Registered representatives of our firm are registered to sell securities in the following states: Arizona, Arkansas, Colorado, Florida, Illinois, Indiana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Wisconsin.
Investment Advisory Services are offered through John Boyer, Inc., an SEC Registered Investment Advisor. Fee based advisory services are available to residents in the states of Florida and Ohio.
Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account with Securities Service Network, Inc., we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. We may share information obtained from you with third parties to verify your identity, in compliance with this federal law.
John Boyer, Inc. provides a variety of investment advisory and financial planning services to clients. According to federal law, John Boyer, Inc. is required to communicate our policies related to the privacy of our customer information. We are proud of our privacy protection practices and procedures, and we want you to know how we use this information to service your account. Please take a moment to review our policy as described below.
In order to facilitate the servicing of your account, John Boyer, Inc. may receive nonpublic personal information about you from the following sources:
- Information we receive from you on questionnaires, applications, account opening documents, legal documents, and other forms;
- Information about your transactions with us or others;
- Information we receive from a consumer reporting agency; and
- Information we receive from other sources with your consent.
We do not disclose any nonpublic information about you to anyone, except as permitted by law, or as required in the servicing of your account and the effectuation of transactions on your behalf. Such disclosures may include but are not limited to the following:
- Disclosures to affiliates, including affiliated service providers (for example, insurance agencies for processing of insurance applications on your behalf or mutual fund companies for the processing of mutual fund transactions and servicing);
- Disclosures to another broker/dealer firm (for example, to establish a brokerage account on your behalf);
- Disclosures to government agencies, securities regulators and law enforcement officials (for example, tax reporting under a court order, to protect our legal rights or other routine audits);
- Disclosures to other organizations, with your consent (for example, other investment advisor firms in order to open a managed account with their firm or the brokerage firm they utilize) and;
- Disclosures to other persons you authorize to obtain such information (for example, a family for whom you have requested, in writing, that we provide statement copies, a person who has documented power of authority over your accounts, or a CPA who will be preparing your tax return).
John Boyer, Inc. restricts access to your personal and account information to those of its employees on a need to know basis. Physical, electronic, and procedural safeguards are in place to protect your nonpublic personal information.