Helping you leave a meaningful legacy.
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC a broker/dealer and Registered Investment Adviser. Advisory services also offered through CLG LLC, an SEC-registered Investment Adviser. Cetera is under separate ownership from any other named entity. Robert Green and Company is a separate, unaffiliated entity from Cetera Advisor Networks, LLC and CLG, LLC. For investment-related inquires, please email firstname.lastname@example.org or email@example.com. For tax planning & estate planning inquiries, please email firstname.lastname@example.org.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Advisory services are only offered to clients or prospective clients where CLG, LLC and its representatives are properly licensed or exempt from licensure. Information regarding CLG,LLC’s services can be found on its website: https://clgwm.com/. Please note that no investment advice may be rendered by CLG, LLC or its employees unless a client service agreement is in place.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at CeteraAdvisorNetworks.com or the CLG LLC site at clgwm.com
No Rendering of Advice
The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.
Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.
Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such If you wish to contact the webmaster of this website, please call RG Advisors, Inc at 707-226-5434.
Disclaimer of Warranties and Limitations of Liability
This website is provided on an “as is” and “as available” basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.
Links to Third Party Websites
For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.
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