luzzi ♦ gilpatrick
Financial services
at Luzzi Gilpatrick Financial Services
We are independent financial advisors committed to providing superior financial planning and investment management
services at a great value. Our goal is to become a trusted, lifelong financial partner for you and your family.
Check out the background of firms and investment professionals on FINRA’s BrokerCheck at http://brokercheck.finra.org
Link to Form CRS (Customer Relationship Summary): https://www.joincambridge.com/investors/cambridge-disclosures/form-crs/
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC . Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Luzzi Gilpatrick Financial Services and Cambridge are not affiliated. Link: FINRA/SIPC
Cambridge and Luzzi Gilpatrick are not affiliated.
Cambridge does not provide tax or legal advice.
Luzzi Gilpatrick does not provide tax or legal advice.
This communication is strictly intended for individuals residing in the states of:
AZ, CA, DE, FL, GA, LA, MA, ME, MI, NC, NH, NJ, NY, OH, OR, RI, SC, TX, VA, VT, WI.
No offers may be made or accepted from any resident outside the specific states referenced.
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