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Financial Solutions LLC's Client Questionnaire:


Client Questionnaire


Compliance Disclosure
Financial Solutions LLC maintains an Investment Advisor's License with the State of Ohio Department of Commerce Division of Securities. The firm will not solicit or accept business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state "de minimis" exemption. Our current disclosure statement as set forth on Part II of Form ADV and our Privacy Policy are available upon request, and they can be found on the BrokerCheck website.

This website is limited to the dissemination of general information on the firm's financial planning and investment advisory services and provides an efficient mechanism in which a prospective client may contact Financial Solutions LLC. The firm does not render or offer to render investment, tax or financial planning advice through this website to any individual or any other entity in any state or other jurisdiction. The authors, publisher and host are not providing legal, tax, accounting or other advice specific to your situation.

The material in this website is based on information that is generally available in the public marketplace and is believed to be reliable. However, it is not guaranteed as to its accuracy and we have no control over the accuracy of information on the websites found through the links within. The information is of a general nature and should not be applied indiscriminately to situations wherein it may not be completely applicable.

Copyright Notice
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.

Financial Solutions LLC is a fee-only financial planner registered with the Ohio Division of Securities.


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