Contact Us

Investment Advisory Services are offered through AAIM FINANCIAL, a Registered Investment Adviser. Securities are offered and sold through Charles Schwab. AAIM Financial and Charles Schwab are not associated entities. Advisory services are only offered to clients or prospective clients where AAIM FINANCIAL and its representatives are properly licensed or exempt from licensure.

This material is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by AAIM FINANCIAL unless a client service agreement is in place. Insurance products and services are offered and sold through Cervus Highlands Insurance Group.

Securities cannot be purchased, sold or traded via e-mail or voice message system.  Likewise, insurance coverage cannot be bound, altered, or cancelled via e-mail or a voice message system.