What'sNearbyTM

What are you looking for?

Close Search
      We apologize for the inconvenience

      The people search feature on Superpages.com is temporarily unavailable. You can still search for people on yellowpages.com since Yellow Pages and Superpages are part of one company.

      You will be automatically re-directed to People Search on yellowpages.com in .

      Lpl Financial

      Add to Favorites
      Be the first to review!
      Financial Planning Consultants, Financial Services

      3231 Central Park W Ste 211, Toledo, OH 43617

      419-841-0060

      CallWebsite

      REVIEWS write reviewWrite a Review

      Be the first to review!
      First-classBetter than mostAbout what I expectedNot the worst...Disappointing
      DETAILS
      General Info
      Financial Planning- Independent, Non-Proprietary fee based advice model to pursue the goals and objective, or address the issues and concerns, that are important to our clients. Asset Management - Then cornerstone of LPL Financial, the largest independent broker-dealer as reported in Financial Planning Magazine 1996 to 2014, based on total revenue, 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 nation's top providers. Tax Planning & Preparation - By performing tax preparation services for our financial planning clients. We are able to provide a higher level of coordination between their investment and tax strategies to better address short and long term financial goals. Financial Planning and Tax Planning & Preparation Services offered through Gould Ruma Financial Advisors a Registered Investment Advisor and separate entity from LPL Financial. Securities and Advisory Services through LPL Financial a Registered Investment Advisor, Member FINRA & SIPC
      Categories
      Financial Planning Consultants, Financial Services
      Other Links

      http://www.finra.org

      http://www.sipc.org

      http://www.lpl.com

      Data provided by one or more of the following: Thryv, Data Axle, Yext.