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Welcome to Woolf Financial
We hope you find our website a resource to provide you with pertinent information about the services we provide.
We encourage you to take advantage of the many features we offer such as the "Request Info" or "Tell a Friend" option. We hope that the site will further your awareness of how our business works and the services we provide. From our site you can gather current quotes and news on individual stocks and funds, maintain and update your own portfolio. We`ve also made it available for you to send any questions you might have directly through our website. Here you can stay up to date on relevent financial topics through our on-line newsletters.
Thanks for being here. We appreciate your visit.
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Important Consumer Information
Rick is a registered principal with ValMark Securities, Inc., an FINRA registered broker-dealer, and ValMark Advisers, Inc., 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, (800) 765-5201. While ValMark Securities, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Rick is only registered to sell securities products in Florida, Georgia, New York and California. Rick is also licensed to offer insurance products in Florida and Georgia. The information included herein should not be considered a solication or an offer to sell products or services in any state besides those in which Rick is properly registered/licensed. |
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Securities offered through ValMark Securities, Inc., Member FINRA and SIPC. Investment advisory services offered through ValMark Advisers, Inc., an SEC registered investment advisor.
130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1 800 765-5201
Woolf Financial is a separate entity from ValMark Securities Inc. & ValMark Advisers Inc.
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