Chapman Financial Group Web Site Privacy and Legal Page

The Chapman Financial Group has this web site for the use and convenience of its clients and other visitors. Chapman Financial Group Will not release any information regarding your accounts or policies to any third party; nor will Chapman Financial Group use your data for any purpose other than what is decribed in this web site.

Information on this web site is provided "AS IS" without warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.

Information on this web site may contain inaccuracies or errors. Information may be changed or updated without notice. Chapman Financial Group has no obligation to update information presented on this web site; therefore, information contained herein may be out of date at any given time. Changes, revisions or enhancements to products, services or account information described in the web site may occur at any time without notice.

Chapman Financial Group is not rendering any legal or professional services by placing information on this web site. Policyholders, clients and others viewing information regarding products, services, and account information should contact their Chapman Financial Group representative before making any decisions based on information found in this web site.

This web site is not designed to advance or sell any particular products or services is purely for illustrative and informational purposes. Additionally, some products mentioned in the web site are offered through a prospectus should be read carefully before investing or sending money.

Unauthorized copying, reproduction, transmitting, duplication, or use of this information is prohibited.





3868 State Street, Second Floor · Santa Barbara, CA 93105
Phone 805-682-5578 · Fax 805-569-5582

 

 

The representatives of Chapman Financial Group (CFG) are licensed to do business in AZ and CA (Lic. #0D11445, 0381549 ) for Insurance and AR, AZ, CA, CO, FL, HI, IA, ID, KS, MD, MI, MN, NJ, NM, NV, NY, OH, OR, PA, TX, VA, VT, WA, WI and WV for a securities business. Fee-Based Planning offered through Zenith Enterprises, Inc, a state of CA Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drv, Ste 300 Akron, OH 44333; 800-765-5201 www.FINRA.org Chapman Financial Group, Chapman Business Advisory Services, Zenith Enterprises, Inc. and Chapman Insurance Services are separate entities from ValMark Advisers, Inc. and ValMark Securities, Inc.

Any tax advice contained herein is of a general nature and is not intended for public dissemination.
Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein.
This advice is being provided solely as an incidental service to our business as
(insurance professionals, financial planner, investment advisor securities broker.)

Certified Financial Planner Board of Standards, Inc owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individual who successfully complete CFP Board’s initial and ongoing certification requirements.