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buttonwood premier services
client involvement
bond portfolio development
fact/logic based portfolios
internal portfolio reviews
quarterly reviews
independent advice
multi-generational planning

Buttonwood Financial Group Client Involvement

 

Buttonwood Financial Group, LLC ("BFG") is an SEC registered investment adviser with its principal place of business in the State of Missouri. BFG is in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which BFG maintains clients. BFG may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.

This Web site is limited to the dissemination of general information pertaining to BFG's investment advisory services and is not intended to recommend any investments or investment strategy. 

Any subsequent, direct communication by BFG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Neither BFG nor any member of BFG is licensed to prepare tax returns or is licensed to practice law. For specific tax advice please consult your CPA.  For specific legal advice please consult your attorney. If you are in need of specific tax or legal advice, BFG does maintain a comprehensive list of both tax and legal advisors and we would be happy to make an introduction. 

For information pertaining to the registration status of BFG, please contact BFG or refer to the Investment Adviser Public Disclosure web site www.adviserinfo.sec.gov.

For additional information about BFG, including fees and services, contact us or see our disclosure statement as set forth on Form ADV. Please read the disclosure statement carefully before you invest or send money.

To reach the Securities and Exchange Commission visit http://sec.gov/.

To reach FINRA please visit http://www.finra.org/

 

NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL.NOT INSURED BY ANY STATE OR FEDERAL AGENCY



 

Buttonwood Financial Group, LLC—All Rights Reserved
3013 Main St. Kansas City, MO 64108
Phone: 816-285-9000 | Fax: 816-285-9001 | 800-448-9093
www.ButtonwoodFG.com