Quarterly Financial Recap

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Home
About
Solutions
Insights
Connect
Quarterly Financial Recap
Regulation Form CRS
Fidelity Client Login
Secure Client Portal

Quarterly Financial Recap

1st Quarter 2021

75 S Clinton Ave Suite 510
Rochester, NY 14604
585-278-1002

second Office

23 E York St.
Savannah, GA 31401
912-225-0836

Check the background of this firm on FINRA's BrokerCheck

Investment advisory services offered through Mutual Advisors, LLC DBA T.R.U.E Financial Guides, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC.
Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.

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Quarterly Financial Recap

2nd Quarter 2023

1st Quarter 2023

4th Quarter 2022

3rd Quarter 2022

2nd Quarter 2022

1st Quarter 2022

4th Quarter 2021

3rd Quarter 2021

2nd Quarter 2021

1st Quarter 2021

4th Quarter 2020

3rd Quarter 2020

2nd Quarter 2020

1st Quarter 2020

4th Quarter 2019

3rd Quarter 2019