Pacific Crest Wealth Management Accessibility Statement
Updated: April 2024.
General
Pacific Crest Wealth Management strives to ensure that its services are accessible to people with disabilities. Pacific Crest Wealth Management has invested a significant amount of resources to help ensure that its website is made easier to use and more accessible for people with disabilities, with the strong belief that every person has the right to live with dignity, equality, comfort and independence.
Accessibility on Pacificcrestwealth.com
Pacificcrestwealth.com makes available the UserWay Website Accessibility Widget that is powered by a dedicated accessibility server. The software allows Pacificcrestwealth.com to improve its compliance with the Web Content Accessibility Guidelines (WCAG 2.1).
Enabling the Accessibility Menu
The Pacificcrestwealth.com accessibility menu can be enabled either by hitting the tab key when the page first loads or by clicking the accessibility menu icon that appears on the corner of the page. After triggering the accessibility menu, please wait a moment for the accessibility menu to load in its entirety.
Disclaimer
Pacific Crest Wealth Management continues its efforts to constantly improve the accessibility of its site and services in the belief that it is our collective moral obligation to allow seamless, accessible and unhindered use also for those of us with disabilities.
In an ongoing effort to continually improve and remediate accessibility issues, we also regularly scan Pacificcrestwealth.com with UserWay's <a href="https://UserWay.org/scanner" title="Free Website Accessibility Scanner">Accessibility Scanner</a> to identify and fix every possible accessibility barrier on our site.
Despite our efforts to make all pages and content on Pacificcrestwealth.com fully accessible, some content may not have yet been fully adapted to the strictest accessibility standards. This may be a result of not having found or identified the most appropriate technological solution.
Here For You
If you are experiencing difficulty with any content on Pacificcrestwealth.com or require assistance with any part of our site, please contact us during normal business hours as detailed below and we will be happy to assist.
Contact Us
If you wish to report an accessibility issue, have any questions or need assistance, please contact Pacific Crest Wealth Management Customer Support as follows:
Email: Brenda@Pacificcrestwealth.com
Phone: Phone: +15416022840
O’Connell Investment & Insurance Services, LLC is a registered investment advisor located in Oregon. O’Connell Investment & Insurance Services, LLC and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which O’Connell Investment & Insurance Services, LLC maintains clients. O’Connell Investment & Insurance Services, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. O’Connell Investment & Insurance Services, LLC’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 O’Connell Investment & Insurance Services, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as O’Connell Investment & Insurance Services, LLC’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 O’Connell Investment & Insurance Services, LLC 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 O’Connell Investment & Insurance Services, LLC, please contact the SEC or the state securities regulators for those states in which O’Connell Investment & Insurance Services, LLC maintains a filing. A copy of O’Connell Investment & Insurance Services, LLC’s current written disclosure statement discussing O’Connell Investment & Insurance Services, LLC’s business operations, service, and fees is available from O’Connell Investment & Insurance Services, LLC upon written request. O’Connell Investment & Insurance Services, LLC 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 Pacific Crest Wealth Management’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.
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