Below you will find forms and documents that we use during our engagement. Please download the appropriate form or document, print as necessary, and bring it with you to our first meeting.
Confidential Client Questionnaire
This form will need to be prepared for our Get Acquainted Meeting. We’ll review the information you provide via this questionnaire. Please send this form in at least 3 business days prior to our Get Acquainted meeting. (MY Financial Services, LLC, 1228 Route 59, # 354, Nanuet, NY 10954) Remember to keep a copy.
Confidential Client Questionnaire
Advisory Brochure Form ADV Part II
This form will need to be prepared for our Get Acquainted Meeting. We’ll review the information you provide via this questionnaire. Please send this form in at least 3 business days prior to our Get Acquainted meeting. (MY Financial Services, LLC, 130 Filors Lane, Stony Point, NY 10980) Remember to keep a copy.
As a Registered Investment Advisor, we are required to provide our clients with our Form ADV Part II upon our initial engagement. The Form ADV Part II is available to you on an annual basis.
Confidential Client Questionnaire
Privacy Policy
This form will need to be prepared for our Get Acquainted Meeting. We’ll review the information you provide via this questionnaire. Please send this form in at least 3 business days prior to our Get Acquainted meeting. (MY Financial Services, LLC, 130 Filors Lane, Stony Point, NY 10980) Remember to keep a copy.
Attached is our complete Privacy Policy, which will let you know how we safeguard your personal financial information.
© 2017 MY Financial Services, LLC All rights reserved
by IMNDESIGN
ORGANIZATION AFFILIATIONS
MORE INFO
Disclosure
Privacy Policy
Terms of Service
Contact
