Our commitment to delivering valuable and comprehensive resources to our valued clients is a key principle to the benefits consulting and advisory strategy of our firm.
The resource center includes a Federal Tax Reference Guide and the following tax tables: Federal Alternative Minimum, Federal Business Income, Federal Capital Gains & Dividends, Federal Estate and Gift, Federal Income, Federal Retirement Accounts and Federal Social Security & Medicare. Please call us at (516) 683-6100 if you have any questions.
Chernoff Diamond and their registered representatives are currently licensed to sell variable life and annuity products, as well as other securities products, in the states of California (#0782382, #0A04009), Connecticut, Florida, Georgia, Kentucky, Maryland, Massachusetts, New Jersey, New York, North Carolina, South Carolina and Virginia (#3078822.1). Residents of other states should consult with a local registered representative for securities products.
Proper state registration is mandatory prior to conducting business in any state.
Securities offered through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Chernoff Diamond is a division of USI and is independently owned and operated. Chernoff Diamond is a member of the M Financial Group. Please visit mfin.com/DisclosureStatement.htm for further details involving this relationship. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.