Legal Notices
Insurance Disclosure: PEMDAS Financial and its licensed agents offer insurance products through approved carriers. All guarantees are based on the claims-paying ability of the issuing insurance company. Insurance product availability and features may vary by state.
Investment Advisory Disclosure: Investment advisory services are offered through licensed Registered Investment Advisors (RIAs) only. PEMDAS Financial may refer clients to third-party RIAs and does not provide direct investment advice unless acting through a properly licensed individual. Always consult with your own advisor for personalized investment recommendations.
No Tax or Legal Advice: PEMDAS Financial does not provide tax or legal advice. Please consult with your CPA or attorney for advice specific to your individual situation.
Licensing Statement: Services offered may vary by state and individual licensure. Always verify the credentials and regulatory status of any advisor through appropriate governing bodies (e.g., state insurance departments, FINRA, SEC).
Affiliate Disclosure: Some services are provided through referral or affiliate partnerships. PEMDAS Financial may receive compensation for referrals made to licensed professionals within our vetted network.
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