25 Financial is a private wealth management firm serving physicians, business owners, and other high-net-worth accredited investors. Important Information: Our content is intended to be used and must be used for informational purposes only.
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You should take independent financial advice from a professional in connection with, or independently research and verify, any information that you find on our website and wish to rely upon, whether for the purposes of making an investment decision or otherwise.
25 and Great Point Capital are not tax professionals. You should consult with your tax professional before taking actions which affect your tax situation.
Securities offered through Great Point Capital, LLC, member FINRA, SIPC and NFA. Investment advisory services offered through 25 Financial, LLC, an SEC Registered Investment Advisor.
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Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned.
Our current disclosure brochure, Form ADV Part 2, is available for your review upon request or at adviserinfo.sec.gov.