Parsons Financial Management, LLC

Welcome

Parsons Financial Management, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success.  Our customized programs are designed to help protect and conserve your wealth by delivering an unprecedented level of personalized service and industry knowledge and experience.

 

We encourage you to explore our site and learn more about the services we provide.  Should you have any questions, or would like more information on our firm, please email us at scott@parsonsfinancial.com or call us at (800) 386-7526.  We look forward to hearing from you. 

 





Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state`s broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state`s broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Scott J. Parsons is registered in  CA, CT, FL, GA, MA, MD, ME, NC, NH, NJ, NY, OR, PA, and VA for the sale of securities products, and is licensed in the states of CA, CT, FL, MA, NH, NJ, OR, PA, and VA for the sale of insurance products.
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Parsons Financial Management, LLC offers Securities through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC .