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2023 Key Financial Data

Contact

Reservoir Financial

Office: 860-423-2845

Fax: 860-423-7120

205 Storrs Road

Mansfield Center, CT 06250

YourTeam@resfinancial.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Registered Principals Liz Charron and Philip Maliniak, along with Investment Advisor Representatives Ralph Johnston, III and Xerxes Nabong, offer securities and advisory services through United Planners Financial Services of America, a Limited Partnership, member FINRA/SIPC. Reservoir Financial LLC and United Planners are independent companies.

Liz Charron, Ralph Johnston, III, Xerxes Nabong and Philip Maliniak are securities registered in AZ, CA, CT, FL, GA, KS, ME, MD, MA, NH, NJ, NY, NJ, NC, OH, PA, RI, SC, TX, VT, VA, WA, WI, AND WV.

Xerxes Nabong is additionally securities registered in DC, ID, IA, KY, MI, MT, NV.

Philip Maliniak is additionally securities registered in AL, CO, DC, HI, ID, IA, IL, KY, MI, NV.

This communication is strictly intended for individuals residing in the states listed above, where these registered representatives are registered to conduct securities business. No offers may be made or accepted from outside the specific states referenced.

Links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties or their content. United Planners Financial Services has not reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.