Financial Information Disclaimer

The content provided on Patriot Financial's website, mobile application, SMS notifications, and other platforms (collectively referred to as "our Services") is for informational and educational purposes only. We are not a registered investment advisor, broker-dealer, or financial planner.

Not Financial Advice

The information presented through our Services should not be construed as financial, legal, or tax advice. None of the information contained on our Services constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. You understand that your use of information and materials found on our Services is entirely at your own risk.

Independent Research Required

Before making any investment decisions, you should conduct thorough independent research and consult with your own lawyer, accountant, and financial advisor. You alone are responsible for evaluating the merits and risks associated with the use of our Services and for any decisions made based on information provided.

No Guarantees

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No information presented through our Services constitutes a guarantee of future performance. We do not guarantee that any investment or strategy discussed will be successful or achieve any particular level of results.

Market Analysis and Forecasts

Market analysis, price targets, and forecasts provided through our Services are opinions only and should not be relied upon for investment decisions. These opinions may be wrong and may change at any time without notice. We do not guarantee the accuracy, completeness, or timeliness of any analysis or information presented.

Third-Party Content

Our Services may include content from third-party sources. We do not endorse or guarantee the accuracy of such third-party content. Links to external websites are provided for convenience only and do not constitute an endorsement by Patriot Financial.

SMS Notification Disclaimer

Market updates, alerts, and other information delivered via our SMS notification service are subject to the same disclaimers stated above. Such notifications are delivered on a best-effort basis and may be delayed, incomplete, or inaccurate. We do not guarantee the timeliness of SMS notifications for time-sensitive investment decisions.

Accuracy of Information

While we strive to provide accurate and up-to-date information, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the information contained on our Services.

The information presented may contain typographical errors, inaccuracies, or omissions. We reserve the right to correct any errors, inaccuracies, or omissions and to change or update information at any time without prior notice.

Testimonials and Success Stories

Any testimonials or success stories presented through our Services represent individual experiences and do not guarantee that you will achieve the same or similar results. Results will vary based on numerous factors, including individual circumstances, market conditions, and investment strategies.

No Fiduciary Relationship

Use of our Services does not create a fiduciary relationship between you and Patriot Financial. We have no obligation to provide individualized advice tailored to your specific investment objectives, financial situation, or needs.

Limitation of Liability

To the maximum extent permitted by law, Patriot Financial shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from:

  • Your access to or use of or inability to access or use our Services
  • Any conduct or content of any third party on our Services
  • Any reliance placed by you on the completeness, accuracy, or existence of any content or information presented through our Services
  • Any financial decisions made based on information provided through our Services
  • Any loss or damage of any kind incurred as a result of your use of any content posted, transmitted, or otherwise made available via our Services

Modification of Disclaimer

We reserve the right to modify this disclaimer at any time without prior notice. Changes will be effective immediately upon posting to our website. Your continued use of our Services following the posting of changes constitutes your acceptance of such changes.

Questions

If you have any questions about this disclaimer, please contact us at:

Patriot Financial
123 Financial Street
Suite 456
New York, NY 10001
Email: legal@patriotfinancial.com
Phone: (555) 123-4567

Last updated: May 1, 2025

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