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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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Office: 623-288-7780

7055 W Bell Rd,

Suite B1,

Glendale, AZ 85308

connect@sparrowplan.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Please find a list of applicable states after the name of each advisor: 

Marli Smythe-AZ, CA, CO, KY, MI, MD, NY, VA, WI.  Jacqueline Flindall- AZ, AK, CA, CO, GA, ID, IL, KY, MA, MN, NV, TX, VA, WA.  Tiffany Lum- AZ, CA, HI, MI, MT, NY, OH, PA, TX, VA. Steven Cook- AZ, AR, CO, IA, KY, MT, OH, OR, SD, WA, WY.  

This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than AZ, CA, CO, OH, OK, OR, TN, WA,TX, NY, NV, IL, WY.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Advisory Services & Securities offered through investment advisor representatives of United Planners’ Financial Services of America Member FINRA/SIPC. Sparrow Financial LLC and United Planners are not affiliated.