Products & Services
LPL Financial is completely independent and as such, we have access to a variety of independent investment options and objective strategies. We provide assistance in the following areas:
Investments
- Bonds
- Stocks
- Mutual Funds
- Alternatives, including REITs and BDCs
- Variable Annuities
Financial Planning
- Retirement Plans – IRAs, Roth IRAs,
- 401(k) Help – Establishment and rollover advice
- 403(b) Planning
- College Saving
- Estate Planning
Insurance
- Life Insurance
- Long-Term-Care Insurance