652 Albany Shaker Road, Albany, NY 12211

(518) 730-3140
info@pioneerwealthmgt.com
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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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652 Albany Shaker Road

Albany, NY 12211

Series 7, 9, 10, 26, 63, 66 securities registrations through LPL Financial, NY Life and Health

info@pioneerwealthmgt.com

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LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

PIONEER WEALTH MANAGEMENT

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and brokerdealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Pioneer Bank, National Association (“Pioneer”) and Pioneer Wealth Management are not registered as a broker-dealers or investment advisor. Registered representatives of LPL offer products and services using Pioneer Wealth Management, and may also be employees of Pioneer. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pioneer or Pioneer Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other

Government Agency.

Not Bank Guaranteed.

Not Bank Deposits

or Obligations.

May Lose Value.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Pioneer Bank, National Association (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lplrelationship-disclosure.html for more detailed information.

LPL Financial Form CRS