Our Services

Objective financial advice. Most investment firms make their own products, therefore there will most likely be a push, quotas, or sales goals for their own product. At LPL, I provide objective advice for accumulating and managing personal wealth. I fulfill client needs with suitable options from a wide range of the nation's top providers of; mutual funds, asset management accounts, variable and fixed annuities, 529 college savings plans, and TERM life insurance. I manage 401k and 403b plans, and offer estate, college, business and retirement planning. Located on Maxess Rd in Melville, LPL is the perfect fit for me.