Investment Services
Services Offered
- Objective Guidance and Advice
- Unbiased Research and Strategies
- Independent Financial Research and Portfolios
- Comprehensive Asset Management Accounts
- Financial and Succession Planning
- Business Consulting and Planning
- Retirement Planning
- Estate Planning
- College Planning
- Tax Planning
- Long Term Care Navigation
- Mortgage Services thru Partner
- Collateralized and Margin Loans
- Unparalleled Client Service
- Variable and Fixed Annuities
- Individual Stocks and Bonds
- Domestic and Foreign Securities
- Mutual Funds
- Alternative Investments
- Insurance
- Insured Cash Accounts
- Account Protection SIPC and Excess SIPC Coverage of $99.5 million per Account
- Online Account View
- Simplified Recordkeeping
- Comprehensive Custody Services
- Meetings at Location of your Choice
- Trust services**
- ** LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.