As of June 30, 2020
Work Optional, Inc. is an Investment Adviser registered with the U.S. Securities and Exchange Commission. We offer our clients investment advisory services. Clients should understand that the services we provide and fees we charge are different than those of a broker-dealer, and that it is important to understand the difference between the two.
Please click here for a complete summary and definitions of ADV Part 3 relationship
Margaret Leto June 30th, 2020
Posted In: Uncategorized
Tags: asset management, Financial consulting, financial planning in Plymouth, investment advisor, Retirement Planning