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Below are our current Privacy Policies and ADV Part 2a & 2 b. Please contact us if you have any questions.

ADV Part 2a & 2b

Privacy Policy

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Weldon & Weldon Financial Coaching Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered Weldon & Weldon Financial Coaching Inc. a Registered Investment Advisor in the State of New York. Insurance products and services are offered through Weldon & Weldon Financial Coaching.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of New York or where otherwise legally permitted.

Weldon & Weldon Financial Coaching Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Securities offered through Leigh Baldwin & Co., LLC Member FINRA/SIPC