If it’s financial security for you and your loved ones, our financial consultants can help you pursue your vision. Meet with one of our experienced Financial Consultants for an initial free no-obligation consultation. We’ll take the time to understand your goals, time line and risk tolerance, and work on an investment strategy that’s right for you. Here are just a few of the options we can provide:
Stocks & Mutual Funds

You have your own unique goals, and your investment portfolio should help you pursue them. Our financial consultants can recommend an appropriate mix of stocks, bonds and mutual funds to address your short- and long-term investment goals.

Provide quotes on stock market prices
Place trades for stocks, bonds and ETFs or buy mutual funds
Options and margin trading also available
Get experienced advice on every transaction

Estate Planning & Trusts

Estate planning strategies aren’t just for millionaires. It’s never too early to begin thinking about your legacy or to shape your estate plan.

Aim to grow and preserve your wealth for heirs, no matter your asset level
Seek to preserve estate value and minimize the administrative burden on family and heirs
Access asset-specific analysis and planning
Address tax implications

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Investment programs tailored to you

Create a tax-advantaged investment strategy
Actively manage and rebalance your portfolio
We can make buy, sell and hold decisions for you
Receive progress reports to track performance

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

We suggest you discuss your specific tax issues with a qualified tax advisor.