Broker Check

Client Agreement

Below are short videos which we hope will guide you through the process of reviewing forms which you may be required to sign in order to do business with Kilmer & Company.

Client Agreement

This video provides a high level overview of the Client Agreement which may be required by our broker/dealer, United Planners.

Disclosures

The content provided on this page is meant only to help our clients to better understand the forms which they may be required to sign in order to do business with Kilmer & Company. It is NOT meant to replace the actual reading of the forms. Kilmer & Company strongly encourages everyone to carefully review forms before signing them. Kilmer & Company does not guarantee the accuracy or comprehensiveness of the content included on this page.