Disclosures

 

 
  • This website is a publication of BMS Financial Advisors. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
 
  • Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented.
 
  • Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.
 
  • Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
 
  • BMS Financial Advisors is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
 
  • The content of this website is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. BMS Financial Advisors is not engaged in the practice of law or accounting.
 
  • Investment advisor representatives of BMS Financial Advisors are also registered representatives of SagePoint Financial, member FINRA/SIPC. They may receive commissions on the sale of securities, including 12b-1 distribution fees from investment companies in connection with the placement of clients’ funds into investment companies.
 
  • Associated persons of BMS Financial Advisors may recommend the purchase of insurance-related products. Doug Maher and Hugh Boyle are licensed insurance agents with various insurance companies and may receive additional compensation for such transactions.
 
  • Articles in our Learning Center were prepared by a third-party journalist who is not affiliated with BMS Financial Advisors.
 
  • It is not known whether the listed clients approve or disapprove of the firm or all of the advisory services provided. This list represents all clients who have (list criteria) and gave permission to use their names. Performance-based criteria were not used in selecting which clients to include on this list.