Regulatory Disclosure

Progressive Financial Planning Services, Inc. is a Registered Investment Advisory firm. A full ADV is available upon request. Cadaret, Grant & Co. is an SEC Registered Investment Advisor. Progressive Financial Planning Services Inc. and Cadaret Grant & Co. Inc. are separate entities.

We do not render, or offer to render, personalized investment advice or financial planning advice through this website. This website is limited to providing you with general information on our services and provides a way for you to contact us.

The information in this web-site is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.

William E. Bulmer, Michael J. Godfrey, and Anthony DellaRocca, respectively, are Registered Representatives offering securities through Cadaret Grant & Co. Inc., Member FINRA/SIPC. Members of our firm are securities licensed in the states of Alabama, California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, and the District of Columbia.

Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent.