Disclaimer

Disclaimer Information Concerning Other Firms in Our Professional Alliance

ROI Financial is not affiliated with any other firm linked on our Professional Alliances page. The links provided to other sites are for informational purposes only and are not intended as advice or a recommendation to buy or sell any investment. A link does not imply ROI Financial sponsors or endorses a site or firm. These individuals are not investment advisor representatives of ROI Financial Advisors unless noted.

ROI Financial clients are not obligated to use any of the professionals or service providers introduced on our Professional Alliances page. ROI introduces them as a potential convenience to our prospects and clients. ROI Financial should be identified as a Registered Investment Advisor.

Registration

ROI Financial Advisors, LLC, doing business as ROI Financial, is a state registered investment advisor.

ROI Financial may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, have filed notice, or are otherwise excluded or exempted from registration requirements.

This website is in no way a solicitation or offers to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.

Any communication with prospective clients residing in state or international jurisdictions where ROI Financial and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

Content and Suitability

This website is for informational purposes only and does not constitute a complete description of ROI Financial’s investment services.

No content published as part of this website constitutes a recommendation that any particular transaction or investment strategy is suitable for any specific person. So the extent that any of the content published on this site may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person.

Presentation of information via the internet is not intended to create, and receipt does not constitute, an accountant-client relationship.

Investing involves the risk of loss and investors should be prepared to absorb such a loss. Past performance is no indication or guarantee of future results.

Do your own due diligence. Information is subject to change without notice. Please be advised to consult your investment advisor, attorney, or tax professional before making any investment decisions.

No Warranties

Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.

Proprietary Rights

All domestic and international rights are reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, print, et al., without written consent from ROI Financial Advisors, LLC.

Website Privacy

ROI Financial is concerned about your right to privacy. When you visit our website, the following data is collected:

This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email/subscribe links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. Additional privacy information can be found on our privacy statement.

If you have questions or concerns about our policy, please contact us at 503-941-5925 or by email at info@roi-fa.com.

This website may contain links to other internet websites or resources. ROI Financial neither controls nor endorses such other websites, nor have we approved any content that appears on such other websites.

When you access a website through a link, you are leaving ROI Financial’s website. These links are located on another server and are not controlled by ROI Financial.

There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any ‘linked’ website.

Any use of software linked through third parties such as retirement, purchase or education calculators are subject to the privacy policy of the software providers.

We do not assume any responsibility or liability for the actions, products, services, and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

The confidentiality of any communication or material transmitted by way of a Web site or e-mail cannot be guaranteed. Use of the Internet when disclosing User’s Confidential Information carries the inherent risk of it becoming accessible to the public, and consequently, collected and used by others without the consent of the User. ROI Financial has no responsibility or liability for the security of User’s Confidential Information during transmission by way of the Internet.

If you request contact through any of the software calculator links your request will be forwarded to ROI Financial. You will be contacted to discuss your financial needs and goals. The information you provided when completing the calculator may be shared with ROI Financial. Presentation of information via the internet is not intended to create, and receipt does not constitute, an account-client relationship.

Information Concerning Other Firms in Our Professional Alliance

ROI Financial is not affiliated with any other firm linked on our website. The links provided to other sites are for informational purposes only and are not intended as advice or a recommendation to buy or sell any investment. A link does not imply ROI Financial sponsors or endorses a site or firm. These individuals are not investment advisor representatives of ROI Financial Advisors unless noted.

ROI Financial clients are not obligated to use any of the professionals or service providers introduced on our website. ROI introduces them as a potential convenience to our prospects and clients.

Social Media Rules and Disclosures

The financial services industry is highly regulated, there are certain rules we need to follow on social media websites where we have a presence. We ask that you respect these rules as well. Posts and comments that do not comply will be removed at our discretion.

Rules of engagement when interacting with ROI Financial

When you communicate with an ROI Financial advisor on social media websites, there are a few extra rules that you need to know, and that we ask you to follow.