Canopy Financial Solutions (a.k.a. Canopy Financial or Canopy FinSol) is a registered investment adviser located in Sanford, NC. Canopy FinSol may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Canopy FinSol’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Canopy FinSol’s web site on the Internet should not be construed by any consumer and/or prospective client as Canopy FinSol’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Canopy FinSol with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Canopy FinSol, please contact the state securities regulators for those states in which Canopy FinSol maintains a registration filing. A copy of Canopy FinSol’s current written disclosure statement discussing Canopy FinSol’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Canopy FinSol upon written request. Canopy FinSol does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Canopy FinSol’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Modern Woodmen of America and MWAGIA, Inc. by individually licensed and appointed insurance agents.

Community & Education

Modern Woodmen Fraternal Benefits
MoneyMasters: Financial Literacy for Teachers and Homeschool

About

Our Vision

Partners

Canopy Financial Solutions

CRD: 332951

Disclosure: Warranties & Disclaimers