Our Services

LPL Financial, a full service brokerage firm, offers a variety of financial services including:

  • Professional investment planning to help you pursue your financial goals.
  • Estate tax planning to help you seek to lower your tax bill, now and in the future.
  • Retirement planning to help you seek to maximize your savings before a during retirement.
  • Educational funding suggestions for your children's higher education.

We feature a wide range of investment opportunities to help meet your needs:

  • Investment Planning
  • Estate Planning
  • Retirement Planning
  • Employee Retirement Accounts
  • Charitable Giving
  • IRA's & IRA Rollovers
  • Mutual Funds
  • Annuities - Fixed and Variable
  • Life Insurance, Disability and Long Term Care Insurance
  • Stocks and Unit Investment Trust
  • Corporate, Municipal and Government Bonds

With your customized investment planning profile, WE CAN HELP YOU determine where you are financially, analyze your needs and goals, and create a practical strategy to help address those goals.