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

info@boxfinancial.com

Home
About Us
Services
Blog
Contact
Schedule a Consultation
Client Login

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.

Recent Articles

September 11, 2023

Do you know this about student loans?

Investing Early

September 29, 2022

Living Magazine – Best of Northeast Tarrant County, Readers Choice 2022

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.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Box Insurance Agency and individually licensed and appointed insurance agents.

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

info@boxfinancial.com

© 2024 BOX FINANCIAL ADVISORS, LLC CRS