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Corporate Disclosure

 

Corporate Disclosure

Boord & Associates is a marketing name for Larry Boord and Worthington Financial Services, Inc.  Boord & Associates is a sole proprietorship.

Worthington Financial Services, Inc. is a service corporation owned by Larry Boord.  WFS is:

    (1) A Full Service Financial Planning Firm,

    (2) A Brokerage Insurance Firm.

We do not handle discretionary investment accounts through WFS nor PAS.  We do not custody client assets.  

We help clients select and monitor professional money managers and professional money management instruments consistent with their individual objectives, risk tolerance, and understanding.  Our firm believes full time professional money managers and mutual fund managers are best equipped to manage client investments.

 


Larry F. Boord and Thomas D. Wyatt are Registered Representatives and Financial Advisors of Park Avenue Securities, LLC (PAS) 120 East 4th Street, Suite 1500, Cincinnati, OH  45202.  (513) 579-1114.  PAS is an indirect wholly-owned subsidiary of Guardian.  Boord & Associates is not an affiliate or subsidiary of PAS or Guardian.  Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice.  Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.  

 

PAS is a member SIPC/FINRA

 

The information on this site is intended for residents of Ohio, New York, Kentucky, Pennsylvania, Montana, Mississippi, Indiana, Illinois, Michigan, Connecticut, Washington DC, Maryland, Maine and Arizona.  The financial representatives of Boord & Associates are not licensed to sell insurance in all 50 states.  To find out if an agent is licensed in your state, please contact Helga Klein at 614-785-6600

 

The Registered Representatives are securities licensed in Ohio, Michigan, New York, California, Colorado, Connecticut, Florida, Illinois, Indiana, Kentucky, Louisiana, North Carolina, Nevada, Montana, Mississippi and Pennsylvania and the material is strictly intended for individuals residing in those states.  No offers may be made or accepted from any resident outside these specified states.

 

Financial Representative, The Guardian Life Insurance Company of American (Guardian), New York, N.Y.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product or service.  The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside.  Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is appropriately registered.

 

The Living Balance Sheet® and logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.  The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. 

© Copyright 2005-2010, the Guardian Life Insurance Company of America

 

This internet site may provide links to other sites for your convenience in locating related information and services.  This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these or other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide.  This Agency, Guardian and PAS cannot make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this Internet site or incorporated herein, and take no responsibility therefore.  This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.

 

100 Old Wilson Bridge Road Suite 214 | Worthington, OH 43085 | (614) 785-6600