1610 Arden Way Suite 299 Sacramento, CA 95815

hello@incomemaxfinancial.com

Home
About
Resource Center
Blog
Tools
- Glossary
- Tax Resources
Contact

Kathy Maxey

Operations and Client Relationship Manager

(916) 779-1524

kathy.maxey@securitiesamerica.com

Contact

Office: (916) 396-5012

Fax: (877) 862-9391

1610 Arden Way

Suite 299

Sacramento , CA 95815

hello@incomemaxfinancial.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Securities America Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through Securities America, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, INC. An SEC Registered Investment Advisory Firm. Securities America and its representatives do not provide tax or legal advice. IncomeMax Financial and the Securities America Companies are separate entities and are not affiliated.

This website is published for the residents of the United States and is for informational purposes only. This website is not intended as and does not constitute investment advice or legal or tax advice or an offer to buy/sell any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Richard Maxey CA Insurance #0B34213

Myles Maxey CA Insurance #0H11912