Plan well, live well.

General Info

LPL Financial in Melbourne, FL, specialize in individuals and family in areas of retirement planning and wealth transfer. Our goal is to help our clients pass on a legacy to their love-ones. We hold ourselves to the highest levels of integrity, accountability and transparency to ensure that we are doing our absolute best for each and every one of our clients. When working with clients, we believe in a fiduciary standard. Our compensation is tied directly to the success of your advisory assets.

Hours

Regular Hours

Mon - Fri:	9:00 am - 4:30 pm
Sat - Sun	Closed

Categories

Financing Consultants, Financial Planning Consultants, Financial Services, Retirement Planning Services

Services/Products

Estate PlanningDiversificationAsset AllocationInvestment AdvisorsRetirement PlanningWealth ManagementTrust ManagementFinancial ConsultantsFee-Based Financial PlanningStock InvestmentsInvestment PlanningInsurance PlanningFinancial PlanningFinancial AdvisorsAsset & Portfolio ManagementIRA RolloversFinancial Education WorkshopsInheritance PlanningConsultationsFamily Financial PlanningAsset Management

Money Market AccountsInvestmentsBondsMutual FundsTax-Free BondsIndividual Retirement AccountsRoth Individual Retirement Accounts401(k) RolloversFee-Based Asset ManagementTraditional IRASEP Individual Retirement AccountsAnnuitiesNo Load FundsRoth IRAGovernment BondsStocksLoad FundsIndex FundsFixed AnnuitiesLife Insurance

Payment Options

Amenities

Notary Public

Accreditation

LPL Financial

Other Link

http://www.lcwarrengroup.com