LPL Financial

One of the most important financial decisions you can make is to seek the advice of a trusted, qualified financial professional. Ideally, you should work with someone who employs transparency in their interactions with you and remains objective in terms of products or companies. A financial professional should put your interests first, and provide strategies focused on your specific financial objectives. LPL Financial is one of the largest Independent Brokerage firms in the industry.* We don't offer proprietary investment or insurance products and do not have an investment banking operations business. This means our financial professionals are free from outside influences and operate with no hidden agendas. Instead, they draw upon independent research and other resources that enable them to offer objective guidance to serve your needs.

*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.

LPL Financial is dedicated to providing experienced and objective financial guidance on all aspects of wealth management. As your personal advocate, we are committed to helping our clients discover suitable opportunities and strategies as they pursue their financial goals We sit down with each and every client and build, implement, and manage tax-efficient planning strategies to create and preserve wealth. Knowing you have a comprehensive plan in place - one that contains your instructions and encompasses your family - can give you and your family financial confidence. Planning is the key to making sure that everything you've work for is working for you and is passed on according to your wishes. These are difficult decisions, but if you don't make them, someone else will. LPL Financial has corporate offices in Austin, Boston, San Diego, and Fort Mill, SC. From our office in Sandwich, MA we service individuals and small businesses all across New England and beyond.