Disclosure
Professional Financial Solutions, LLC is an SEC-registered investment advisor. We do not provide personal investment or planning advice through this website, which is intended to provide a summary of our firm, the services we offer, a way to contact us, and general personal financial information.
Nothing on this site should be considered to be (i) a solicitation to effect, or attempt to effect transactions in securities, (ii) the provision of any investment related advice or services tailored to any particular individual’s financial situation or investment objective(s), or (iii) an offer to render either services or any of the foregoing. Services cannot be rendered until a Form ADV Part 2/Disclosure Brochure is provided and an Investment Advisory Agreement is executed. The firm is notice filed in VA, MD, and NC. We can only provide services in those states within which we are in compliance with the registration or notice filing requirements or are otherwise exempt from registration. Any subsequent, direct communication by us 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 our registration status, please consult the Investment Adviser Public Disclosure available through the United States Securities and Exchange Commission or the state securities administrators for those states in which we maintain a notice filing.
Some of the information on this site includes links to third-party websites and/or is based on information gathered from sources that we believe to be reliable. We do not guarantee the accuracy of or assert that the information or third-party websites are complete and can be used to make financial decisions. As this is a public site, nothing on it should be viewed as specific or individualized advice. The reader maintains absolute discretion as to whether or not to follow any portion of the content available on this website, and it is the reader’s exclusive responsibility to review and evaluate the content to determine whether it is appropriate for them.
We respect your privacy and confidentiality. We will only share any client or prospective client information as permitted by applicable law or pursuant to the terms of our Privacy Policy — whether it is your personal information or the fact that you are or may become our client.