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Park Square Financial Group Principles

 1) The trust you place with us to serve your financial needs is a very serious commitment. We hold this trust and any information gathered in the strictest confidence whether relating to business, personal of financial. This defines our fiduciary standard of care with each and every client. 

2) Our first responsibility is to understand you and your goals.

3) Our ongoing responsibility is to provide you with clear and understandable recommendations for your financial goals and to monitor and/or adjust these strategies against changes in your life and goals.

4) Full transparency in all our dealings with you is essential.

5) We strive to always act honestly, with integrity, with respect and with your best interests at the center of everything we do.

6) Our responsibility is to tell you what you need to hear and understand even if that is not in our best interests as a firm.

7) Our clients are and always will be the most important people in our office whether they are visiting in person, by phone or mail.

8) Our clients are not dependent on us - we are dependent on them.  

9) We can guide and advise our clients but only they can control their savings and spending habits.

 



 
 
 

(Investment Advisor Representative)

Bill Coffeen, CFP®, Don Ruffin, CFP®, Bryan Scott, CFP®,
Scott Swiney, David Champion

Georgia Office:                                                 Alabama Office:
55 Park Square, Suite 103c                               3100 Lorna Rd., Suite 106
Roswell, Ga. 30075                                            Birmingham, AL 35226
Ph: 770-641-1401     Fax: 770-641-9892           Ph: 205-988-4102    Fax:  866-874-3512

Securities and investment advisory services offered through FSC Securities Corporation, member FINRA, SIPC and a registered investment advisor. Insurance services offered through Park Square Financial Group independently of FSC Securities Corporation.
   
Notice: Authorization to buy or sell securities cannot be accepted by Email or recorded phone messages. All trades must be confirmed by phone before execution.
 
This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AL, CA, CT, DC, FL, GA, IL, KS, MD, MI, MO, MS, NC, NJ, NV, SC, TN, TX, VA, WA, WV, WY.
  
IMPORTANT CONSUMER INFORMATION A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.


This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, KS, MS, NC, OH, SC, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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