TERMS & CONDITIONS

Axberg Wealth Management

1. General Information

Axberg Wealth Management LLC
13613 West Camino Del Sol Suite 3
Sun City West, AZ 85375
Main: 623-398-0128
For inquiries, contact Paul Axberg directly at paxberg@axbergwealth.com

2. Disclaimer
The information provided by Axberg Wealth Management is for general informational purposes only and should not be considered as personalized financial advice. This content is not intended to replace professional financial consultation.
Every individual’s financial situation is unique, and the appropriateness of any financial strategy or investment decision depends on your personal circumstances and objectives.
While Axberg Wealth Management strives to provide accurate and up-to-date information, we strongly recommend consulting with one of our qualified financial advisors to discuss your specific situation before making any financial decisions.
Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. Axberg Wealth Management cannot guarantee any specific investment outcome or profit.
The presenters and employees of Axberg Wealth Management are not responsible for any actions taken based on the information provided without direct consultation. Tax laws and regulations are complex and subject to change. This information is based on current interpretations of the law and is not guaranteed to be accurate or applicable to your specific circumstances.
Please note that this content may not be suitable for all audiences and should not be construed as a solicitation or offer to buy or sell any financial products or services. Axberg Wealth Management is a registered investment advisor, and our investment advisory services are available only to residents of states where we are registered or qualified for an exemption or exclusion from registration.

3. Affiliations and Registrations
Paul D. Axberg is an investment advisor representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Axberg Wealth Management is not affiliated with USA Financial Securities.

4. State Registrations
Paul Axberg is authorized to transact securities related business and investment advisory services only in states where he is properly registered.  For investment products and services, these states include: AZ, CA, CO, DC, FL, HI, ID, IL, KY, MI, MN, NC, NE, NJ, NY, OH, UT, VA, WA, WI.  For investment advisory services, these states include: AZ, CA, CO, CT, FL, HI, ID, IL, MI, MN, NE, NJ, OH, UT, VA, WA, WI.  Clients who are not residents of these states cannot be serviced.

5. Website Usage
This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

6. Copyright Notice
Copyright © 2024 by Axberg Wealth Management LLC. All rights reserved.

7. Changes to Terms and Conditions
Axberg Wealth Management reserves the right to modify these terms and conditions at any time without prior notice. Please check this page periodically for any changes.

8. Contact Information
For more information about our services and to understand the specific regulations in your state, please visit our website or contact our office directly.  By using this website or engaging our services, you acknowledge that you have read, understood, and agree to be bound by these terms and conditions.