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Phone: 301.816.3196
Fax: 301.977.4962

info@MylestonePlans.com

5410 Edson Ln., Suite 320
Rockville, MD 20852

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Privacy Policy & Terms

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CRN-7008808-091124.

See Osaic FA’s (OFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services OFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. OFA’s Forms ADV, Part 2A, which describe OFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes OFA’s broker-dealer services, and other client disclosure documents can be found here.

Osaic FA, Inc. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

*To the extent that I am providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an Osaic FA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, I am acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.

https://brokercheck.finra.org/