A 2,000-square-foot office in Lake Township is the new location for LPL Financial.
The move comes about as a result of growth driven by the continued recovery of the real estate market as mortgage rates have remained low, says Luke Brown, owners and registered principal in the firm.
The company that has three full-time employees and one part-time employee.
The newly purchased office now serves as LPL Financial's new main office. The company also meets with customers at any Honor Credit Union or Edgewater Bank branch.
"Our address has changed, but all of our other contact information will remain the same," says Brown.
LPL Financial is a comprehensive financial service firm specializing in retirement planning, investment management and insurance solutions. Financial advisors design customized plans to help those who want to transition from the working world into retirement.
The company specializes in managed accounts, mutual funds, equities and fixed income products, annuities, structured investments, IRA accounts and strategies, life and long term care insurance.
"We are not locked into selling you only our investment products like many other firms," Brown says. "In fact, we do not offer any proprietary products – we only offer objective, conflict-free advice to help you choose the investment products and strategies that are right for your unique needs. So when we say we’ll build you a custom plan – we mean we’ll select from thousands of products offered by hundreds of third-party product sponsors to find the one that’s right for you."
Writer: Kathy Jennings, Second Wave Media
Source: Jamie Balkin, Cornerstone Alliance
• LPL Financial, 7889 Red Arrow Highway, Stevensville, is located just south of the entrance of the Cook Nuclear Power Plant and is open Monday through Friday from 8:30 a.m. to 5 p.m. Financial advisors also are available for after hour appointments as needed. 269-982-2710
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