Privacy Policy

Pinzone Financial Services has a primary goal to protect the privacy of each of our clients. 

We may collect nonpublic personal information while conducting regular business with you. This information may come from information provided by you on your application or other forms that you provide. 

Please know that we do not share or disclose any nonpublic personal information about our current or past clients, except as permitted or required by law.  All information remains confidential. 

We will also internally safeguard your nonpublic information by restricting access to only those employees who provide services to you or who need access to your information in order to service your account.

PINZONE FINANCIAL SERVICES

17601 W. 130th Street, Suite 1

NORTH ROYALTON, OHIO 44133

PHONE: (440) 878-1863

MARK PINZONE

PINZONE@M3WEALTHMANAGEMENT.COM

 

WWW.PINZONEFINANCIALSERVICES.COM

 

 

Principal 

Office of Supervisory Jurisdiction

Mike Donnellan

17601 W. 130th Street, Suite 1

North Royalton, Ohio 44133

440-652-6370

Donnellan@m3wealthmanagement.com

 



 

 

  

Securities and Investment Advisory Services

Offered through:

L.M. Kohn & Company

Registered Broker/Dealer

Member FINRA (www.finra.org), SIPC (www.sipc.org), & MSRB (www.msrb.org)

10151 Carver Road, Suite 100

Cincinnati, Ohio 45242

(800) 478-0788

 

A prospectus offer is required by SEC Rule 482(b)(1) that advises an investor to consider the investment objectives, risks and charges and expenses of an investment company carefully before investing; explains that the prospectus, and, if available, the summary prospectus contains this and other information about the investment company; identifies  a source from which an investor may obtain a prospectus and, if available, a summary prospectus; and states that the prospectus and, if available, the summary prospectus should be read carefully before investing.