Blue Water Financial, LLC

Osaic Wealth Form CRS

Advisor is a registered investment adviser representative located in Easton, PA. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Our firm is registered in the following states PA, NJ, NY, FL, DE, SC. Advisor’s web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links.

For information pertaining to the registration status of Advisor, please contact the state securities regulators for those states in which Advisor maintains a registration filing. A copy of Advisor’s current written disclosure statement discussing Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Advisor directly upon written request. While the Advisor has reasonable belief that the links and articles within our site to unaffiliated third-party information may be relevant to the viewer, these are only provided for informational purposes, and may not be accurate, timely, suitable, or relied upon. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Insurance products and services are offered and sold through Jason M La Vigne, CFP®

Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post or submit account or service-related information on this page. Instead, contact me directly.

Don’t expect a reply to your comments. Please, don’t give investment advice or provide any client information. Keep your comments relevant and please be respectful. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. 

Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Investment advisory services are provided by Blue Water Financial, LLC.  

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Blue Water Financial, LLC. Osaic Wealthis separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.