Contact - Wealth Preservation Partners, LLC

DISCLAIMER

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Wealth Preservation Partners, LLC and its subsidiary Fiondella Insurance and Retirement Planning, Inc. are independently owned and operated. Wealth Preservation Partners, LLC is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA’s BrokerCheck

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes only. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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Please do not send transaction instructions via email or fax or leave them on voicemail as those instructions cannot be honored. If you wish to initiate a transaction, please contact our office at 860-408-6188.

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Our Office

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DISCLAIMER

Contact Us​

Ask Us Anything. anytime.

Email Us

Our Office

Business Hours

Resources

DISCLAIMER

Contact Us