Please remember to contact us if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, or modify any reasonable restrictions to our investment advisory services.

This message is confidential and sent by Cyndeo Wealth Partners solely for use by the intended recipient. If you are not the intended recipient, you are hereby notified that any use, distribution or copying of this communication is strictly prohibited. This communication should not be deemed as an offer or solicitation to buy or sell any product. Any 3rd party information contained herein was prepared by sources deemed to be reliable, but is not guaranteed. All electronic communications sent or received are stored and may be subject to review by regulatory authorities or others with a legal right to do so. Please note: Cyndeo Wealth Partners does not accept trading or money movement instructions via email. All communications requiring immediate attention or action by the adviser should not be sent via e-mail, since they may not be acted upon in a timely manner. Cyndeo Wealth Partners only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. Cyndeo Wealth Partners has taken precautions to screen this message for viruses, but we cannot guarantee that it is virus free nor are we responsible for any damage that may be caused by this message. Electronic mail (e-mail) may not be as reliable or secure as other forms of communication. If your e-mail address changes or you prefer that we communicate using the postal service, please notify our firm promptly in writing.

Please contact your Financial Professional at 727-472-3700 if there have been any changes in your financial situation or investment objectives, or if you wish to impose any reasonable restrictions on the management of your account or reasonably modify any existing restrictions.

Have a Question?