In addition to providing you with information on our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and potential clients. Our dedication to superior client service has brought us here as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse our site, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section).
As you browse our site, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section).
Services
Our Services
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Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand.
A Team Behind You
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Teresa attended The Ohio State University and has been in the financial services industry for more than 10 years. Brian has spent the last 7 years involved in the investment services & financial planning world. His initial experience. Dave has been in the financial services industry since the year 2000 with a demonstrated history of helping clients.
Our Firm
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We are a full-service financial & investment firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing tailored financial information.
Our Process
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A detailed planning process is the best way to establish financial confidence. Once we get to know you we can begin to develop a dynamic investment & financial plan that will address your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
About LPL Financial
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LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
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