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Work Financial Group, Inc. is an independently owned investment adviser located in Lake Worth, FL and registered as an investment adviser with Florida Office of Financial Regulation.
- Work Financial Group, Inc. and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon investment advisers by those states in which Work Financial Group, Inc. maintains clients. Work Financial Group, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Work Financial Group, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Work Financial Group, Inc.’s current written disclosure statement describing Work Financial Group, Inc.’s business operations, services, and fees is available from Work Financial Group, Inc. upon written request.
- All service marks on this site are owned by Work Financial Group, Inc., unless otherwise indicated.
- The materials on this site may be downloaded and/or reprinted for personal, non- commercial use only provided that any copyright, trademark or other proprietary notices included in the materials downloaded are not removed from the materials. Any reproduction, distribution, republication, or retransmission of any materials posted on this site in whole or in part for any reason except personal use is prohibited without the prior written permission of Work Financial Group, Inc.
- The information and graphics on the site may contain inaccuracies, typographical errors and out of date information. Your use of this site and the information and graphics contained on this site are at your own risk. Work Financial Group, Inc. does not warrant, represent or guarantee the accuracy, timeliness or completeness of this site or any of the information or graphics contained on this site. THIS SITE AND ALL MATERIALS CONTAINED ON THIS SITE, INCLUDING BUT NOT LIMITED TO INFORMATION, GRAPHICS, AUDIO, VIDEO, SOFTWARE AND OTHER DATA, IF ANY. ARE PROVIDED “AS IS” WITHOUT EXPRESS OR IMPLIED WARRANTIES OR GUARANTEES OF ANY KIND, INCLUDING BUT NOT LIMITED TO ANY WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.
- Work Financial Group, Inc. has no duty to update or keep current this site, and Work Financial Group, Inc. disclaims any responsibility for the content or accuracy of the information contained on this site. To the extent permitted by law, Work Financial Group, Inc. will not be liable to you or anyone else for (1) any decision made or action taken by you or anyone else in reliance on materials or information obtained or downloaded from this site, or (2) any direct, indirect, consequential, incidental, special, or similar damages even if Work Financial Group, Inc. is advised of the possibility of such damages.
- Work Financial Group, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by an unaffiliated third party, whether linked to Work Financial Group, Inc.’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Links from this site to various other web sites are provided for your convenience. The links contained on this site do not imply any endorsement or sponsorship of those sites or any of the products or services that may be offered at those sites. Work Financial Group, Inc. disclaims any responsibility for the content or accuracy of those sites.
- Certain states do not allow the limitation or exclusion of liability, so some or all of the above limitations and exclusions may not apply to you.
- The services described on this website are offered only to United States citizens and residents, and the information on this website is intended solely for such persons.
- The Internet is not a secure network and online access may be interrupted.
- For information our privacy policies, please click the link below.
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Protecting The Security and Confidentiality of Information:
Your Privacy Is Important To Us
We value you as a customer and take your personal privacy seriously. We are committed to maintaining the confidentiality, integrity and security of your personal information. When you provide personal information, we believe that you should be aware of our policies to protect the confidentiality of that information. We will inform you of our policies for collecting, using, securing, and sharing nonpublic personal information the first time we do business and every year that you are our customer.
Information We May Collect:
We collect and use information we believe is necessary to open your account, to process your transactions, to advise you about our products and services, and to provide you with customer service. We may collect and maintain several types of information needed for these purposes from the following sources:
- Information we receive from you on applications or other forms; and
- Information about your transactions with us, our affiliates, or others.
- How We Use Information About Our Customers:
We think that our ability to share financial information within our company enables us to more effectively serve our customers in several ways. By knowing about investors' finances and goals, we are better informed to make suitable investment recommendations. Information-sharing protects individuals against fraud by enabling us to more precisely monitor and detect where and when fraud may occur.
- Protecting The Security and Confidentiality of Information:
It is our policy to assure that the information we have about our customers is accurate. It is our policy that information we have about our customers is highly confidential and should only be available to persons who have a need for the information to properly service a customer's account, act upon a customer's request or to fulfill that person's job responsibility within our company. We restrict access to nonpublic personal information about you to those employees with a legitimate business need for the information. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
- Information Sharing:
There are two types of information sharing--information sharing with our affiliates and information sharing outside Work Financial Group. We do not sell customer information. We do not provide customer information or account numbers to persons or organizations outside our company who are doing business on our behalf for their own marketing purposes.
- Information We May Share:
We are permitted by law to share nonpublic information about you with third parties for the following purposes:
- To complete a transaction.
- To produce a consolidated or non-consolidated account statement.
- To service your account.
- To aid us in compliance with the provisions of the Bank Secrecy Act and its amendments.
- To cooperate with regulators or law enforcement authorities.
- To resolve customer disputes.
In order to perform our responsibilities as listed above, we may be required to disclose to third parties the following kinds of nonpublic personal information about you:
- Information we receive from you on applications and other forms, such as your name, address, social security number, assets, net worth, income and tax status; and
- Information about your transactions with us, our affiliates, or others, such as your account size, payment history, parties to transactions, and trading frequency.
Categories of Third Parties To Whom We May Provide Information:
Information we share about you may be disclosed to our affiliates (we have none presently), or companies we hire to provide support services, such as portfolio managers (Matrix), carrying and executing broker/dealers, clearing firms, custodians, mutual fund distributors, insurance companies, independent auditors and accountants. We may be required to disclose your nonpublic personal information to regulators or law enforcement authorities.
Companies we hire to provide support services are required by us to protect, to keep confidential and to restrict the use of your nonpublic personal information.
We do not disclose customer account numbers to any third parties for use in telemarketing, direct mail marketing, or other marketing through electronic mail to the consumer
Former Customers:
We may disclose nonpublic personal information about our former customers to the same extent as for our current customers.
Your Choice To Share Information:
The law permits us to share your identifying information and information about your transactions with nonaffiliated third parties for the purposes described above. We do not share your information with nonaffiliated third parties for any other reasons. Therefore, we are not providing an opt-out provision for information shared with nonaffiliated third parties.
The law permits us to share your identifying information and information about your transactions with our affiliated parties. Unless you tell us not to, we may share other information with our affiliates, including information we receive from you on applications and other forms, or information we receive from a consumer reporting agency. If you prefer that we not share these kinds of information with our affiliates, you may direct us not to share this information by calling us at the following number: 1-561-784-8181.
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