The Legal Stuff
Florida Wealth Advisors provides Investment Advisory Services through Kendzior Financial Group, Inc. a Florida Registered Investment Advisor firm.
Florida Wealth Advisors Disclosure Statement (PDF 250KB)
This document describes in narrative form the required information all clients should have about Kendzior Financial Group, Inc.
Florida Wealth Advisors Service Agreement (PDF 430KB)
This document establishes the legal relationship between Florida Wealth Advisors and our clients.
Florida Wealth Advisors Fact Finder (PDF 550KB)
This document allows a prospective client to summarize their circumstances in advance.
Florida Wealth Advisors Privacy Notifaction (PDF 127KB)
This document outlines our policy regarding private information about our clients.
Florida Wealth Advisors - Three Levels of Service. (PDF 150KB)
This document outlines our pricing policy and our Three Levels of Serice.
For additional information about our Investment Advisory Services, please visit Kendzior Financial Group, Inc. at www.kendziorfinancial.com