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Kaizerman & Associates
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Financial Literacy: Take the Test!
General Financial Planning, Goal Setting, Miscellaneous, Visual Content Alyx Cox 5/12/21 General Financial Planning, Goal Setting, Miscellaneous, Visual Content Alyx Cox 5/12/21

Financial Literacy: Take the Test!

Financial literacy is the knowledge and competency to understand money and make financial decisions.

Unfortunately, Americans lack information…

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Top 3: Home Purchase
Top 3, Family, General Financial Planning, Goal Setting, Miscellaneous Alyx Cox 2/23/21 Top 3, Family, General Financial Planning, Goal Setting, Miscellaneous Alyx Cox 2/23/21

Top 3: Home Purchase

1. Accumulate savings for a down payment, associated costs/fees, and emergency fund

2. Complete the mortgage pre-approval process

3. Peruse homes patiently

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Chapter One
Miscellaneous, Personal Alyx Cox 8/5/20 Miscellaneous, Personal Alyx Cox 8/5/20

Chapter One

I am excited to announce that I have made the resolution to start/increase my social media presence. Introducing…

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Kaizerman & Associates • 182 West Central Street, Suite 200, Natick, MA 01760 • (508) 647-0830

www.kaizerman.com • acox@osaicwealth.com • mkaizerman@osaicwealth.com • mwaclawsky@osaicwealth.com

CHECK THE BACKGROUND OF THIS FINANCIAL PROFESSIONAL ON FINRA'S BROKERCHECK
Osaic Wealth Form CRS

Form ADV Privacy Policy

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional advisory services offered through Kaizerman & Associates. Osaic Wealth, Inc.is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

This communication is strictly intended for individuals residing in the states of California, Florida, Maine, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina and Virginia. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

Alyx M. Cox and Meghan F. Waclawsky are investment adviser representatives under Kaizerman & Associates and Osaic Wealth, Inc.. As such, these services are strictly intended for individuals residing in Massachusetts.

Additional investment advisory services, tax preparation, fixed and/or traditional insurance services offered through Kaizerman & Associates, a registered investment advisor not affiliated with Osaic Wealth, Inc.. Mark H. Kaizerman, Alyx M. Cox, and Meghan F. Waclawsky are investment advisers representatives under Kaizerman & Associates and Osaic Wealth, Inc., registered investment advisors offering advisory services in Massachusetts. As such, these investment advisory services are strictly intended for individuals residing in Massachusetts.

IMPORTANT CONSUMER INFORMATION

A broker-dealer "BD", investment adviser "IA", a BD agent of IA representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent, or IA representative, as appropriate. Follow-up, individualized reponses to persons in a state by such form or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an application exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.