EdMD is a financial strategies firm that specializes in education funding and college admissions. We have been helping familes with the education process for over 8 years.
License Information and Important Disclosures
All insurance transactions conducted under California Insurance License Number 0B73088.
Securities offered through American Investors Company, Member FINRA www.finra.org & SIPC,
2603 Camino Ramon, Suite 200, San Ramon, CA 94583, 925-242-2538.
American Investors Company and Daniel Claffey are licensed in California and may only transact business in that state. If you do not reside in California, we will not attempt to transact securities for your account or provide you with personalized investment advice unless and until we are licensed in your state.
For information on American Investors Business Continuity Plan please visit their website at www.americaninvestorsco.com.
Nothing contained herein should be construed as an offer or solicitation to purchase any security. Such offer or solicitation to purchase can only be done by prospectus or appropriate offering materials.
EdMD Financial Strategies, LLC may simultaneously offer other products and services to customers including, but not limited to, tax preparation and bookkeeping services, real estate and mortgage brokerage services, independent investment advisory services, and non-securities-related insurance products that are offered individually, or through other various entities, that are not affiliated with, or in any way, supervised by American Investors Company, and as such, should not be construed as constituting any part of the securities and advisory services provided by EdMD Financial Strategies, LLC through American Investors Company.
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