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Blog

A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Andrew Brookman | Feb 7, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Professionally dressed man and woman looking at a tablet
Andrew Brookman | Feb 7, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Westport, CT 06880

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Phone: (203) 524-0711
Fax: 203-429-9311
Email: abrookman@alphastrategicadvisor.com

     

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Brokerage and investment advisory products and services, are offered through Aegis Capital Corp, a member of FINRA and SIPC.  Insurance products are made available through, ACC General Agency, a licensed insurance agency.  For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state. 

The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision.  Prior to making any investment or financial decision, an investor should seek advice from a financial, legal, tax and other professional that consider all of the particular facts and circumstances of an investor's situation.  The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks. 

Investment and insurance products offered are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. 

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

Form CRS and General Disclosures  

Aegis Risk Disclosures 

 

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