Question 1

What services does Financial Directions Inc. offer?

Accepted Answer

Financial Directions Inc. offers a range of financial planning services, including financial planning, estate planning, tax planning, and elder planning. They also provide accounting and investment advisory services.

Question 2

Where is Financial Directions Inc. located?

Accepted Answer

Financial Directions Inc. is located in Connecticut, with the zip code

Question 3

Who are the key personnel at Financial Directions Inc.?

Accepted Answer

The key personnel at Financial Directions Inc. include Steven Wedegis, who is the owner and a financial planner, tax specialist, and enrolled agent.

Question 4

What are the registration and regulatory requirements for Financial Directions Inc.?

Accepted Answer

Due to various state regulations and registration requirements, Financial Directions Inc. is currently required to limit access to certain pages on their website to individuals residing in states where they are registered.

Question 5

Is Financial Directions Inc. affiliated with Cambridge Investment Research?

Accepted Answer

No, Financial Directions Inc. and Cambridge Investment Research are not affiliated companies. Investment advisory services are offered through investment advisor representatives of Cambridge Investment Research Advisors, Inc., which is a registered investment adviser, and securities are offered through registered representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC.

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Financial Directions Inc

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Frequently Asked Questions about Financial Directions Inc

What services does Financial Directions Inc. offer?

Where is Financial Directions Inc. located?

Who are the key personnel at Financial Directions Inc.?

What are the registration and regulatory requirements for Financial Directions Inc.?

Is Financial Directions Inc. affiliated with Cambridge Investment Research?

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