appointment

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appointment forms

Please complete and submit the forms below. A member of our team will contact you to schedule an appointment. We look forward to meeting with you.

first appointment form

intake form

Contact

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Brad Clark, Bruce Maginn, and John Rafferty are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC., a registered investment advisory firm. Bruce Maginn and John Rafferty are registered representatives of and conduct securities transactions through CoreCap Investments, LLC., a registered broker dealer, Member FINRA/SIPC. Solomon Financial is a separate entity and not affiliated with Dave Ramsey, SmartVestor, CoreCap Investments, or CoreCap Advisors. Solomon Financial and CoreCap are separate and unaffiliated entities.

The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. This material is not intended to be an offer to purchase or sell securities or a solicitation of such offers in any jurisdiction in which the individuals and companies discussed herein are not appropriately licensed, registered and/or qualified to make or solicit such offers.

Neither Dave Ramsey, Ramsey Solutions nor the SmartVestor™ program are affiliated with CoreCap Investments, LLC or CoreCap Advisors, LLC and are not sponsored or endorsed by CoreCap Investments, CoreCap Advisors. Working with an investment professional that is part of the Dave Ramsey SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestor™ will produce better outcomes than working with an advisor not participating in the SmartVestor™ program. Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public.