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DK
Dino Kostakis
Financial Advisor
Chartered Retirement Planning Counselor (CRPC)
Obsidian Wealth Advisors4000 State Route 66, Ste 123B, Tinton Falls, NJ 07753-7300
Broker Affiliation: Kestra Investment Services, LLC
Our 7 Steps to Financial Planning
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Disclosures
Investment Advisory services offered through Stonebridge Capital Management, a registered investment advisor. Securities offered through Cadaret, Grant & Co., Inc., 1 Lincoln Center, Syracuse, NY 13202, member, FINRA/SIPC
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.