Our goal is to achieve superior results for clients utilizing our experience with sound financial planning principles, independent investment selection, timely tax reduction strategies, asset protection guidance, and above all, an uncompromised commitment to account supervision and client communication.
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Reliance Financial Advisors, LLC (“RFA”) is a SEC-Registered Investment Advisors located in Buffalo, New York. RFA and its advisory representatives are in compliance with current filing requirements imposed upon SEC-Registered Investment Advisors by those States in which RFA maintains clients.
RFA may only transact business in those States in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent direct communication by RFA 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 the registration status of Reliance Financial Advisors, LLC please contact the SEC (Securities Exchange Commission) or the State securities law administrators for those States in which RFA maintains a notice filing. A copy of the Reliance Financial Advisors, LLC current written disclosure (Form ADV, Part II) which outlines business operations, services and fees is available from RFA upon written request addressed to Walter Grenda, Chief Compliance Officer.
IT IS IMPORTANT TO UNDERSTAND: Past investment performance is not necessarily indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment strategy (including the investments and/or investment strategies recommended or undertaken by RFA) made reference to directly or indirectly by RFA on its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal to corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will either be suitable or profitable for a client or prospective client’s investment portfolio.
PLEASE NOTE: We are required to provide a Disclosure Brochure (Form ADV Part II) to all prospective customers before an investment advisory brokerage account can be opened under our supervision.