Maxwell Financial Group, Inc is a Registered Investment Advisor with FINRA and organized under the state of California and Oregon. Representatives of Maxwell Financial Group, Inc. may offer fee-based financial services in conjunction with other financial products not affiliated with the Maxwell Financial Group. Maxwell Financial & Insurance Services Agency, California Insurance License #0I67794, also licensed to conduct life/health business in multiple states and Investment Advisory services in all U.S. states. Daniel Kutzkey, CA License #: 0F05581. Please speak with your representative for a comprehensive list of services. Investment products and services carry risk and, as such, are not guaranteed. Maxwell Financial Group, Inc. and its representatives do not provide tax or legal services, please consult your tax or legal professional for any recommendations that may impact your tax or legal circumstances.
This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and we do not offer, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs, or to establish an advisory relationship.
MAXWELL FINANCIAL GROUP, INC
(971) 264-3066
21370 Southwest Langer Farms Parkway
Suite 142-135, Sherwood Oregon, 97140 United States