For Clients Only:



182 West Central Street
Suite 200
Natick, MA 01760
Tel: 508-647-0830
Fax: 508-647-0845



Mission Statement


Our goal is to help our clients achieve their financial objectives. We attempt to accomplish this by providing sound financial advice, the highest quality of service and an unwavering commitment to our client's best interest.


Mark H. Kaizerman
CPA/PFS, CFP
®, ChFC, CLTC










Mark H. Kaizerman is a Registered Representative of and offers securities, products & services through Royal Alliance Associates, Inc., Member FINRA, SIPC, a registered broker dealer. In this regard, this communication is strictly intended for individuals residing in the states of California, Connecticut, Florida, Maine, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island and Virginia. No offer may be made or accepted from any resident outside the specific states referenced.

Mark H. Kaizerman is an investment adviser under Kaizerman & Associates, a registered investment adviser offering advisory services in Massachusetts. As such, these services are strictly intended for individuals residing in Massachusetts.

IMPORTANT CONSUMER INFORMATION

A broker-dealer "BD", investment adviser "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an application exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.