Disclosures
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Wesban Financial Consultants, P.C. and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Wesban Financial Consultants, P.C. is a registered investment adviser in the State of Alabama. Being registered as an investment adviser does not imply a certain level of skill or training.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Alabama or where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
The inclusion of any link is not an endorsement of any products or services by Wesban Financial Consultants, P.C.. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.
When you follow a link to one of these sites neither Wesban Financial Consultants, P.C., nor any agency, officer, or employee of the Wesban Financial Consultants, P.C. warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
Opinions expressed herein are solely those of Wesban Financial Consultants, P.C. and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Wesban Financial Consultants, P.C. is a registered investment adviser in the State of Alabama. Being registered as an investment adviser does not imply a certain level of skill or training.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Alabama or where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
The inclusion of any link is not an endorsement of any products or services by Wesban Financial Consultants, P.C.. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.
When you follow a link to one of these sites neither Wesban Financial Consultants, P.C., nor any agency, officer, or employee of the Wesban Financial Consultants, P.C. warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
Privacy Policy
Wesban Financial Consultants, P.C., is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to Wesban.
The categories of nonpublic information that wesban collects from you may include information about your personal finances, information about your health to the extent that it is needed for the financial planning process, information about transactions between you and third parties, and information from consumer reporting agencies, e.g., credit reports. Wesban uses this information to help you meet your personal financial goals.
With your written permission, Wesban discloses limited information to attorneys, accountants, and mortgage lenders with whom you have established a relationship.
Wesban maintains a secure office to ensure that your information is not placed at unreasonable risk. Drafts and other work papers with client information are shredded to avoid identity theft or other inadvertent disclosure.
Wesban does not provide information to mailing list vendors or solicitors.
Wesban requires strict confidentiality in it's contract with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors. Federal and state securities regulators may review our Company records and your personal records as permitted by law.
Personally identifiable information about you will be maintained while you are a client, and for the period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed.
The categories of nonpublic information that wesban collects from you may include information about your personal finances, information about your health to the extent that it is needed for the financial planning process, information about transactions between you and third parties, and information from consumer reporting agencies, e.g., credit reports. Wesban uses this information to help you meet your personal financial goals.
With your written permission, Wesban discloses limited information to attorneys, accountants, and mortgage lenders with whom you have established a relationship.
Wesban maintains a secure office to ensure that your information is not placed at unreasonable risk. Drafts and other work papers with client information are shredded to avoid identity theft or other inadvertent disclosure.
Wesban does not provide information to mailing list vendors or solicitors.
Wesban requires strict confidentiality in it's contract with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors. Federal and state securities regulators may review our Company records and your personal records as permitted by law.
Personally identifiable information about you will be maintained while you are a client, and for the period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed.
Code of Ethics
Wesban has adopted a code of ethics which requires honest and ethical conduct at all times. The code of ethics may be reviewed at any time by clients in the office upon request.