Broker Check

Products & Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs.  After meeting to do this, you will be well informed when the time comes to choose from a comprehensive suite of products and services in order to address your unique situation.

Products and services include:

  • Fee Based Investment Managers
  • Individual Retirement Accounts
  • 401(K) Plans
  • Qualified Education Plans
  • Mutual Funds
  • Certificates Of Deposit
  • U.S. Treasuries Securities
  • Small to Mid-sized Business Employee Benefit Programs
  • SIMPLE Plans
  • Other Retirement Savings Plans Designed Specifically For Employee Groups
  • Trust Accounts*
  • Annuities
  • Life, Health, Disability And Long Term Care Insurance

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