LPL Financial -
LPL Financial is one of the leading financial services companies and the largest independent broker/ dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
Integrated Financial Solutions
is a full-service financial management office founded by Thomas Henry in 1998. Currently, our team consists of six Financial Advisors dedicated to you, your family and your future. We are an independent LPL branch office of LPL Financial – a leading source of objective advice for accumulating and managing personal wealth. This relationship allows us to provide well-vetted, unbiased products and services that are most appropriate for you.Your financial well being is our top priority. Here is how –
- We work to earn your trust and are with you for the long term
- Our unique approach to investing starts with a one-on-one relationship with each of our clients
- Our recommendations for products and services are based on a clear understanding of your needs and lifestyle
- We believe in communication and keeping clients’ objectives in focus to best help you navigate all market conditions and lifestyle changes
Our complete or ‘integrated’ strategy includes: Portfolio Management, Retirement Planning, Financial Planning, Tax-Advantaged Investing, Life Insurance Services, College Planning, Estate Planning. For more information or to get started on your financial well being today, give us a call at 410-480-0007.