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Getting To Know You

We’re excited to learn more about you. This form helps us better understand your goals, and will help us create a more personalized experience for you. We’re here to listen and make sure we’re on the same page.

 

Please take a few minutes to fill out the questions below. Your answers will help us tailor our approach and ensure we’re meeting your needs in the best way possible!

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What are your areas of financial concern? (check all that apply)
How comfortable are you managing your finances?

Investment advisory services offered through Advanced Capital Group (“ACG”), an SEC registered investment adviser.   The information provided herein is intended to be educational in nature and not intended to be advice relative to any specific investment or portfolio offered through ACG.  Additional fees may apply due to exchange-related trading costs or trading in foreign securities.  Information contained on this website is from sources deemed to be reliable.  ACG is not liable for errors from these third party sources. References to specific securities are solely for illustration and education relative to the market and related commentary.  Individual investors should consult with their financial advisor before implementing changes in their portfolio based on information contained on this website.  For additional information about the services offered by ACG, please view our Form ADV Part 2A and Form CRS by visiting this link. 

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Investments are not insured by the FDIC and are not guaranteed by ACG, or any of its affiliates. Investments are subject to risks, including the possible loss of the principal amount invested.  Not an investment advisory contract.  This information is not intended to be a solicitation for specific funds or securities.  

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Alera Group, Inc. is aware that there are persons fraudulently impersonating our company by using fake internet domains that appear to look like our legitimate services. If you are contacted by someone claiming to work for Alera Group, or any of our partners, please carefully review the email address and domain. If you have a relationship with our company, please contact us directly and not through any information that is provided in such an email. Please be extremely careful in responding to such emails with personal and financial information, sharing passwords, or any other information of value. Alera Group, or any of our partners, will never send ACH instructions via email and thus we strongly recommend that you verify the authenticity of each wire transfer request by calling your Alera Group contact using the number you have previously called.

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