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References made, and discussions of various investment solutions or offerings are for informational purposes only. Such investments may not be suitable or appropriate for all investors. Certain investments contain substantial risks, are illiquid, and may only be appropriate for accredited investors . Individual investment strategies and solutions will be based on individual discussions with your advisory representative.
Ultra Financial Partners maintains a principal place of business in the State of Arizona may transact business only in States in which it is registered, or in which it is excluded or exempted from registration. Ultra Financial Partners must also be registered or exempted or excluded from registration in any state in which it follows up on individualized responses to persons in that State that involve either the effecting or the attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation.
The information in this website is based on data gathered from what is believed to be reliable sources. Information throughout this site, whether stock quotes or any other statement or statements regarding market or other financial information is not guaranteed for timeliness or accuracy and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. The identification of specific securities and model portfolios is made on the assumption that the investor would participate in the investment or portfolio on a long-term basis and only after consulting with their investment advisory representative to determine their individual needs, financial position, and tolerance for risk among other things. With respect to any such identification, there can be no assurance that fund or model portfolio will in fact perform in the manner suggested.
All references that might be made to an investment or portfolio’s performance are based on historical data and one should not assume that this performance will continue in the future. Past performance is not indicative of future results. In some cases, a recommendation may include commission based insurance products. Such products will only be offered through an appropriately registered insurance broker.
This website may contain previous newsletters or articles where specific information may be dated and may no longer reflect the views, opinions and recommendations of Ultra Financial Partners. No client or prospective client should assume that any such discussion serves as a substitute for, or in place of, personalized advice from Ultra Financial Partners.
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