Icon Financial Services LLC (“Icon Financial”) is an SEC registered investment advisor and wholly owned subsidiary of Icon Savings Plan (“Icon”). Our website located at iconsavingsplan.com (the “Website”) and is operated and maintained by Icon. Investment advisory services are provided by Icon Financial Services LLC (“Icon Financial”) through its online platform and are available only to residents of the United States over 18 years old. SEC registration does not imply a certain level of skill or training nor does it imply endorsement or sponsorship by the SEC. Icon Financial provides investment advisory services to clients but does not provide personalized financial planning to investors. Advisory services are only provided to investors who become advisory clients of Icon Financial (“Clients”) pursuant to a written Advisory Client Agreement. Investors are urged to read and carefully consider both Icon Financials’ Form ADV Part 2 which include a description of certain risks, conflicts and fees associated with participating in the Icon Platform. Nothing on this Site or App should be construed as a solicitation or offer, or recommendation, to buy or sell any security.
Investing involves risk. Past performance is not a guarantee of future returns. Investments described on this website are NOT FDIC INSURED nor are they insured by any other governmental agency or instrumentality. Investments on this website MAY LOSE VALUE and they are not obligations, guarantees and are NOT BANK GUARANTEED.
There can be no assurance that an investment mix or any projected or actual performance shown on the Site or App will lead to the expected results shown or perform in any predictable manner. It should not be assumed that investors will experience returns in the future, if any, comparable to those shown or that any or all Clients actually experienced such returns.
Icon reserves the right to amend or revise any information or documents contained on this website at any time without notice. The information and documents contained on this website relate only to the dates indicated therein and may not be accurate as of any subsequent date. Icon does not undertake any obligation or assume any responsibility to update any such information.
Investment Advisory Services are offered through Icon Financial Services LLC (“Icon Financial”) which is an SEC registered investment advisor and wholly owned subsidiary of Icon Savings Plan (“Icon”). Any statements made via Icon social media sites are solely for informational purposes. Advisory services are only provided to investors who become advisory clients of Icon Financial (“Clients”) pursuant to a written Advisory Client Agreement. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. Social media recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Icon will not treat any social media post as a formal complaint.
Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Icon does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.