LPL Financial

★★★★★
  • 4707 Executive Dr

    San Diego, CA 92121

    Map & Directions
  • 858-450-9606

Finance

Finance
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5.0 1
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LPL Financial was a company chosen by my father that he trusted with his savings and investments after he retired. They became my financial advisers after my fatther passed away. Greg and his staff made a tough time a little easier by explaining what needed to be done and the best way to keep my father's money invested, as well as how to minimize any tax consequences that could have resulted from my inheritance. I first came to LPL four years ago because they were my father's choice, I have stayed there because now they are my choice.

5
★★★★★

LPL Financial was a company chosen by my father that he trusted with his savings and investments after he retired. They became my financial advisers after my fatther passed away. Greg and his staff made a tough time a little easier by explaining what needed to be done and the best way to keep my father's money invested, as well as how to minimize any tax consequences that could have resulted from my inheritance. I first came to LPL four years ago because they were my father's choice, I have stayed there because now they are my choice.

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