Access Financial Services, Inc. is a registered investment adviser located in Bloomington, Minnesota. Detailed information about Access Financial Services, Inc.’s advisory operations, services, and fees is set forth in the firm’s SEC Form ADV Part 2 (our “disclosure document”), a copy of which is available here. You may request a copy of our disclosure document by calling our office (952-885-2736) or sending an email to Angie@AccessAFS.com. Additionally, our SEC Form ADV Part 1 and Part 2 can be viewed and/or downloaded at www.adviserinfo.sec.gov (click “Investment Adviser Search”, choose “Firm” and enter our CRD number: 115361).
All information contained herein is for general informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Access Financial Services, Inc. is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied.
No current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by Access Financial Services, Inc.) or product made reference to directly or indirectly by Access Financial Services, Inc. in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, or the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Access Financial Services, Inc.’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Access Financial Services, Inc. Access Financial Services, Inc. is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
Information throughout this site is obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any “linked” website.
If there is a change in a client’s investment objectives or financial situation, he/she/it is encouraged to advise Access Financial Services, Inc. immediately. Each client and prospective client agrees, as a condition of his/her/its access to Access Financial Services, Inc.’s website, to release and hold harmless Access Financial Services, Inc., its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Access Financial Services, Inc.