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Regulatory Notice

Important regulatory and service-scope information.

This notice explains the regulatory scope of information and services presented on this website.

Regulatory Notice

Entity information

Company name: FINANCIAL PLANNING CENTER
CRD Number: 148660
Address: 4511 Harlem Rd, Amherst, New York 14226, United States
Email: info@fp-center.us

CRD number and public registration information are provided for identification and transparency purposes.

Scope of services

FINANCIAL PLANNING CENTER provides financial planning, advisory coordination and client support information through this website.

Service descriptions are general and may be subject to client profile, jurisdiction, scope review, internal procedures and applicable legal or regulatory requirements.

No offer or solicitation

Nothing on this website constitutes an offer, solicitation, recommendation or invitation to buy or sell any financial instrument, security, product or service.

Website information should not be treated as personalised investment advice or a basis for any financial transaction.

Professional advice and regulated matters

Where legal, tax, investment, accounting or regulated advice is required, users should consult appropriately qualified and licensed professionals.

Any engagement with FINANCIAL PLANNING CENTER may be subject to due diligence, conflict review, documentation requirements and written engagement terms.

Jurisdictional limitations

Information and services described on this website may not be available or appropriate in every jurisdiction. Users are responsible for ensuring that access and use comply with local laws.

Regulatory questions

For questions regarding regulatory disclosures, service scope or website information, contact us at:

info@fp-center.us

Updates

This Regulatory Notice may be updated periodically to reflect changes in service scope, legal requirements or operational procedures.

Last updated: May 15, 2026

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FINANCIAL PLANNING CENTER
Structured financial planning for private and corporate clients.

FINANCIAL PLANNING CENTER provides structured financial planning, advisory coordination and client support for individuals, families, entrepreneurs and corporate clients.

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About Service Resources Funds Private Clients Corporate Clients
Legal
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Contact
FINANCIAL PLANNING CENTER
CRD Number: 148660
4511 Harlem Rd, Amherst, New York 14226, United States

Email: info@fp-center.us
© 2026 FINANCIAL PLANNING CENTER. All rights reserved.
FINANCIAL PLANNING CENTER provides general financial planning and advisory coordination support. Content on this website is provided for general informational purposes only and does not constitute legal, tax, investment, or other regulated professional advice. Services are delivered subject to scope, jurisdiction, client circumstances and applicable regulatory requirements.
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