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Gateway Financial Advisors

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.

Investment Advisors Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor

Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc., are not affiliated.

Gateway Financial Advisors San Jose Branch is located at 2570 N 1st Street, Suite 200, San Jose CA 95131.

The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

PLEASE NOTE: When accessing any links to outside websites, this information being provided is strictly as a courtesy. When you access the link, you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representations as to the completeness or accuracy of information provided at this website. Also, the company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through such website.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, IL, IN, LA, MA, MD, NY, NC, OH, OR, TN, TX, UT, WA and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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