Please review the disclosures below. Delivery of these disclosures are regulatory requirements. They must be delivered to clients prior to discussing their financial accounts and/or opening accounts under Storen Financial’s book of business. If you have any questions about any of this information, please contact our team (click here for contact information). Click to access the pdf of these documents in a new web browser window.
Storen Legacy Partners & Simplicity Investments Client Relationship Summary
Provides an overview of our firm, the services we offer and our relationship with you as a client.
Click here to view or download.
Storen Legacy Partners Form ADV 2A & 2B
Provides details about our firm, services, and fees, along with information about your investment advisor representative.
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Storen Legacy Partners Privacy Policy Notice
Outlines how we collect, use, and protect your personal information.
Click here to view or download.