Home
About
Blog
Resources
Portals
- BrokerBuddha
- eMoney
Services
Contact

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: (631) 652-6000

Toll-Free: (877) 949-3661

68 South Service Road

Suite 100

Melville, NY 11747

info@wizdom1.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. WizdomOne Group and WizdomFinancial Advisors LLC are not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. WizdomOne Group is a holding company for WizdomFinancial Advisors LLC, WizdomTree Benefit Solutions Inc., WizdomTower Risk LLC, and WizdomCare Senior Solutions LLC. Services provided though WizdomTree Benefit Solutions, Inc., WizdomTower Risk LLC, and WizdomCare Senior Solutions LLC are conducted independent of The Investment Center, Inc. and IC Advisory Services, Inc. According, The Investment Center and IC Advisory Services assume no responsibility for any advice or services provided to you by these entities.

Registered to sell securities in the following states: NY, CT, FL, GA, KY, MD, MO, NC, NJ, PA, SC, TX
Registered with IC Advisory Services in the following states: NY, CT, FL, GA, KY, MD, MO, NC, NJ, PA, SC, TX
Licensed to sell insurance products in the following states: NY, CT, FL, GA, KY, MD, MO, NC, NJ, PA, SC, TX

TIC's Form CRS can be viewed at Form_CRS_4.21.21.pdf (investmentctr.com)

The Investment Center's Client Homepage can be viewed at www.investmentctr.com

Important Disclosure Information