JALINSKI ADVISORY GROUP
ABOUT JALINSKI ADVISORY GROUP AND WEALTH QUARTERBACK, LLC
Jalinski Advisory Group is a Financial Services Firm specializing in risk management. Wealth Quarterback, LLC is dedicated to helping clients maximize wealth and minimize factors such as unnecessary taxes and undue risk. Our team of highly esteemed industry veterans, with decades of experience in the financial services industry, provides families, physicians, high-net-worth individuals, corporations, endowments and foundations with trusted advice, personalized service and experienced decision-making.
Important Disclosure Information
Securities offered through American Portfolios Financial Services, Inc.(APFS), Member FINRA/SIPC. Advisory services through Wealth Quarterback, LLC(WQL) an SEC Registered Investment Advisor. Each recipient is limited to $100 in total gifts during any calendar year. Insurance services offered through Jalinski Advisory Group, Inc. APFS and WQL are unaffiliated entities. Investing may involve the risk of loss of capital and are not FDIC insured. Not a guarantee of any bank or governmental institution.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Wealth Quarterback, LLC (“Wealth Quarterback”) does not serve as an attorney, accountant, or insurance agent. Wealth Quarterback does not prepare estate-planning documents or tax returns, nor does it sell insurance products. As disclosed on its written disclosure Brochure, certain representatives of Wealth Quarterback, in their individual capacities, are licensed insurance agents with Wealth Quarterback’s affiliated insurance agency, Jalinski Advisory Group, Inc. Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services and/or publications, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Wealth Quarterback, is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking should be construed as a current or past endorsement of Wealth Quarterback, by any of its clients. ANY QUESTIONS: Wealth Quarterback, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.