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Please do not send confidential information by email, either in the body of the email or in attachments.North Haven Financial LLC ("NHF") takes your data security seriously. "Confidential Information" includes Social Security Numbers, passwords, account numbers, etc. This email is not secure. NHF can provide alternative secure transmission methods.
NHF is an Investment Adviser licensed in the State of Maine. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. We do not guarantee the accuracy, or the completeness of any description of securities, markets, or developments mentioned. NHF does not provide tax advice. We recommend that you consult with a qualified tax professional before initiating any tax strategy. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request.
Please contact us at email@example.com or 207-558-2138 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Flow with the account statements from your Custodian.
Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review. You may also request it by email. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
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