What to Bring to Your Appointment
At your first meeting with an ArdentOne Financial advisor, we will have a conversation with you to get an understanding of your current financial status in order to begin building a strategy for meeting your financial goals. Paramount to this is getting full view of your current financial position. Therefore, it will be helpful to bring the following financial statements and documents, where applicable, as well as any other information you think would be helpful.
- Social Security Statements
- Retirement Statements
- Brokerage Statements
- Insurance Statements
- Tax Returns
- Pension Information
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Orange, CA 92868
PHONE: (714) 748-2818
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IMPORTANT CUSTOMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. to residents of: CA, AZ, CO, FL, MD, MO, NM, NV, OH, OR, PA,TX a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambrdige and Ardentone Financial are not affiliated.
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