110 Fieldcrest Avenue, Edison, NJ 08837

mario@chimneyrockfinancial.com

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Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Office: 732-417-5305

Fax: 732-346-1603

110 Fieldcrest Avenue

First Floor

Edison, NJ 08837

Life & Health Insurance, Series 66, Series 7

mario@chimneyrockfinancial.com

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Securities and Investment Advisory Services are offered exclusively through Registered Representatives of Hornor, Townsend & Kent, LLC. (HTK). Registered Investment Advisor, Member FINRA/SIPC. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Primary Financial is unaffiliated with Hornor, Townsend & Kent, LLC.

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