ALLIED TAX PLANNERS
TAX & WEALTH ADVISORS

 

 License Information and Important Disclosures

All insurance transactions conducted under California Insurance License Number 0519794.

Securities and advisory services offered through American Investors Company, member FINRA/SIPC and Registered Investment Adviser, 2682 Bishop Drive, Suite 123, San Ramon, CA 94583, 925 866-2882 (or registered branch office address and phone number).

American Investors Company, Bradley Haupt, and Daniel Haupt are licensed in California and may only transact business in that state. If you do not reside in California, we will not attempt to transact securities for your account or provide you with personalized investment advice unless and until we are licensed in your state.  For a copy of American Investors Company’s business continuity plan, go to www.americaninvestorsco.com

Nothing contained herein should be construed as an offer or solicitation to purchase any security. Such offer or solicitation to purchase can only be done by prospectus or appropriate offering materials.