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817-865-1811 Mon-Fri : 9:00 - 5:00

info@boxfinancial.com

Home
About Us
Services
Blog
Contact
Schedule a Consultation
Client Login

Schedule a Consultation Client Login

September 28, 2022

Day

HOW AM I DOING?

September 28, 2022ByBox FinancialFinancial0

AS A FIRM focused on financial planning and investment management, one of the most common questions asked from current and prospective clients is the same one.

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Box Financial Advisors, LLC (“BFA”) is a registered investment adviser located in Grapevine, Texas. Box Financial Advisors, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Box Financial’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Box Financial Advisors, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Box Financial Advisors, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Box Financial Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Box Financial Advisors, LLC, please contact the state securities regulators for those states in which the firm maintains a registration filing. A copy of Box Financial Advisors, LLC’s current written disclosure statement discussing Box Financial’s business operations, services, and cost is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Box Financial Advisors, LLC upon written request. Box Financial Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Box Financial Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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