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    • Home
    • About
      • Our Process
      • Who We Serve
      • Financial Advisors
    • Our Services
      • Business Planning
      • Financial Planning
      • Retirement Planning
      • Estate Planning
      • Asset Management
    • Contact
Smeraldo Financial
  • Home
  • About
    • Our Process
    • Who We Serve
    • Financial Advisors
  • Our Services
    • Business Planning
    • Financial Planning
    • Retirement Planning
    • Estate Planning
    • Asset Management
  • Contact

Contact

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Smeraldo Financial

Office: (727) 738-4015 Mobile: (727) 410-1369 Fax: (866) 931-0175 Email: lynn@smeraldofinancialservices.com

Legal Notice

Disclaimer: Financial Information


The content on this website serves general informational purposes and is not financial advice. We do not guarantee the completeness, accuracy, or reliability of the information and disclaim all responsibility for any reliance placed on it. Links to third-party content are provided for convenience, and we do not endorse or guarantee their accuracy.


Investing involves risk, and past performance is not indicative of future results. Seek advice from a qualified financial advisor before making investment decisions. This website does not provide tax, legal, or accounting advice; consult professionals for such matters.


Efforts are made to keep information accurate, but we make no warranties. We are not liable for any loss or damage, direct or consequential, arising from website use. Users agree to these terms, and the disclaimer may change without notice.


Last updated: 21 December 2023

Securities and Investment Advisory Services are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisers Act of 1940, and a registered Broker Dealer. Lynn Smeraldo is a Registered Representative and Investment Advisor Representative of Innovation Partners, LLC. Check the background of this investment professional on FINRA’s BrokerCheck. This communication is strictly intended for individuals residing in the states of NC, AL, PA, FL, CA. No offers may be made or accepted from any resident outside the specific states referenced. Smeraldo Financial and Innovation Partners LLC are not affiliated entities.


Copyright © 2024 Smeraldo Financial - All Rights Reserved.


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