Question 1

What services does the company offer?

Accepted Answer

The company offers comprehensive financial planning and wealth management services to help clients achieve their financial goals and attain financial peace of mind.

Question 2

How can I get started with the company?

Accepted Answer

To get started, you can contact the company's representatives at the contact information provided on the website. They will guide you through the process of setting up a personalized financial plan.

Question 3

How does the company ensure client communication and security?

Accepted Answer

The company emphasizes the importance of secure communication and requires clients to place securities and mutual fund orders by phone or in person. They also obtain consent for two-way electronic communication, ensuring the privacy and safety of client information.

Question 4

What are the company's credentials and regulatory oversight?

Accepted Answer

The company's financial representatives are required to be registered with FINRA, and clients can visit the FINRA BrokerCheck website to review their credentials and regulatory history. The company also provides client relationship summaries (Form CRS) to provide information about their brokerage and advisory services.

Location	Google category	Reviews	Status
1 Eliot Pl, Fairfield, CTprimary	—	—	Claimed
One Eliot Pl #200, Fairfield, CT	—	—	Claimed

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Latitude Wealth Advisors

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