Legal, Privacy, Copyright and Trademark Information
Warranties and Disclaimers
There are no warranties implied.
Granite Financial Partners is a registered investment adviser located in Milford, New Hampshire. Granite Financial Partners may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Granite Financial Partners web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Granite Financial Partners website on the Internet should not be construed by any consumer and/or prospective client as Granite Financial Partners 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 Granite Financial Partners 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. For information pertaining to the registration status of Granite Financial Partners, please contact the state securities regulators for those states in which Granite Financial Partners maintains a registration filing. A copy of Granite Financial Partners current written disclosure statement discussing Granite Financial Partners business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Granite Financial Partners upon written request. Granite Financial Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Granite Financial Partners web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through Granite Financial Partners and individually licensed agents.
- Client Relationship Summary
- Form ADV Part 2A
- Form ADV Part 2B
- Wrap Fee Program Brochure
- Investment Advisor Code of Ethics
- Granite Financial Partners Business Continuity Plan
- Granite Financial Partners Privacy Policy
Disclosure
Granite Financial Partners personnel provide financial advisory services via Keel Point, LLC, a SEC registered investment adviser. Granite Financial Partners may also have some investment professionals that are registered with and offer securities through Keel Point Capital, LLC, member FINRA/SIPC. You can find additional information regarding our firm and investment professionals at brokercheck.finra.org or sipc.org.