Boulay PLLP Disclaimers
The information on this site is provided for general information purposes only, and may not apply to your specific situation.
This website is distributed with the understanding that Boulay PLLP is not depicting accounting, legal or other professional advice or opinions on specific facts or matters and, accordingly, assumes no liability in connection with its use.
Boulay PLLP is an independent member firm of PrimeGlobal, a worldwide association of independent accounting firms and business advisors.
PrimeGlobal does not and cannot offer any professional services to clients.
Each independent member of PrimeGlobal is a separate firm and an independent legal entity. PrimeGlobal is not a partnership and independent member firms are not acting as agents of PrimeGlobal or other independent member firms.
Boulay Financial Advisors, LLC Disclaimers
Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC
Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Prime Global is not affiliated with Valmark Securities, Inc. and Valmark Advisers, Inc. See Boulay’s Form CRS. See Valmark’s Form CRS.
Several Boulay Financial Advisors, LLC team members are certified by one or more of the following accredited institutions: Accredited Investment Fiduciary, Chartered Life Underwriter, Chartered Financial Consultant, Certified Management Accountant, Certified Investment Management Analyst, Accredited Asset Management Specialist, Certified Financial Planner, Certified Public Accountant, and Personal Financial Specialist. For information on the Financial Industry Regulatory Authority’s professional designations, visit www.finra.org.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.