General Info

Financial Planning -Independent, Non-Proprietary fee based advice model to best meet the goals and objectives, or address the issues and concerns, that are important to our clients. Financial Planning is provided through Gould Ruma Financial Advisors a Registered Investment Advisor. Asset Management - The cornerstone of LPL Financial, the largest independent broker-dealer*, is to provide the highest level of unbiased advice. LPL Financial provides access to independent research, asset management and a wide array of financial products from the nationÂ’s top providers. Tax Preparation and Planning - By performing tax preparation services for our financial planning clients, we are able to provide a unique level of coordination between their investment and tax strategies to better address short and long term financial goals. Tax Preparation and Planning is provided through Gould Ruma Financial Advisors.