Privacy Policy

Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA / SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Insurance and services offered by Gigi Lavergne or TRI Planning is independent of Osaic Wealth.

Osaic Wealth Form CRS: Customer Relationship Summary

We make no representation as to the completeness or accuracy of information provided at any websites linked to from this site. The company is not liable for any direct or indirect technical or system issues, or any consequences arising out of your access to or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.