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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.

Insurance products are offered through the insurance business Bergen Financial Group. Bergen Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Bergen Financial Group are not subject to investment Adviser requirements.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Any references to guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.  

Our firm does not provide tax or legal advice. All individuals are encouraged to seek the guidance of a qualified professional regarding their personal situation.

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