Regulatory Disclosure

Gerrish Financial, LLC may only transact business or render personalized investment advice in those states where we are registered, or have notice filed, or are otherwise excluded or exempted from registration requirements. Any communication with prospective clients residing in states where Gerrish Financial LLC is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

We do not render or offer to render personalized investment advice or financial planning advice through this website. This website is limited to providing you with general information on our services and provides a method to contact us.

Past investment performance does not insure future results. Investing in the stock and bond markets is risky. Principal, income, expenses, taxes, inflation, exchange rates, and total return fluctuate so an investment may become worth less than its original cost. Nothing contained within this website is to be construed as legal, accounting, or tax advice.

Other Disclosures

The information in this web site is based on data gathered from sources which Gerrish Financial LLC believes to be reliable. It is not guaranteed as to accuracy, does not purport to be complete, and is not intended as the primary basis for investment decisions. Additionally, it should not be construed as advice meeting the particular investment needs of any investor. All references made to investment or portfolio performance are based on historical data; one should not assume that this performance will continue in the future. Research, articles, and commentary are thought to be accurate as of the date of publication but Gerrish Financial LLC takes no responsibility for keeping the materials up-to-date.

Links provided by Gerrish Financial LLC to other sites are for information only. There is no business relationship between Gerrish Financial LLC and any of the links provided and Gerrish Financial LLC makes no representations or warranties with respect to the information contained or services provided in any linked sites and takes no responsibility for supplementing, updating, or correcting any such information. Links to other sites endorsing a security should not be construed to be a recommendation of that security by Gerrish Financial LLC.