General Information
The information on this website is for informational and educational purposes only and should not be construed as personalized investment advice.
Harlig Financials provides advisory services only after entering into a written agreement and completing the required onboarding and suitability process.
Registration and Jurisdiction
Harlig Financials is registered as an Investment Adviser in the State of Florida.
We may serve clients in other states where we are properly registered, exempt from registration, or permitted under limited (“snowbird” or de minimis) exemptions.
We do not solicit clients in jurisdictions where we are not authorized to do so.
Performance Disclosure
Past performance is not indicative of future results. Investing involves risk, including possible loss of principal.
No representation or guarantee is made that any investment strategy will achieve its objectives or that any investment will be profitable.
Insurance
Certain services may be provided in the capacity of a licensed insurance agent, including life, disability, and long-term care insurance. These services are separate from investment advisory services and may involve commissions, which creates a conflict of interest. Clients are under no obligation to purchase insurance through the Adviser or its representatives.
Documents & Policies
Contact
Mendel Harlig, J.D., MSF | Founder & Investment Adviser
Email: mharlig@HarligFinancials.com