SY ASSOCIATES

Member of Clear Focus LLC

College Guidance:  Parents with children nearing college age, are you feeling confused and overwhelmed by the complexities of preparing for college?  We can help.  Get more clarity by clicking here.


Retirement:  Are you concerned about having enough to meet your retirement goals?  Our experts can provide the answers.  Get more clarity by clicking here.

Assets:  Uncertain about how to manage your savings [1]?  Get more clarity by clicking here.

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[1] Certain services are regulated and require proper licensing.  Not all services are available in all states.  Please see disclosures in designated areas pertaining to services that require licensing.  Mortgage services not available in all states or from all affiliates.  SY Associates, Clear Focus LLC and its affiliates are independently owned and operated entities within a strategic alliance.

IMPORTANT DISCLOSURES

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INVEST Financial Corporation, member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with other entities referenced.

 

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

  

INVEST Financial Corporation’s Privacy Policy

 

Important Consumer Information:

 

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

 

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

 

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, ransactions in securities; or (b) rendering personalized investment advice for compensation.