LPS Financial

CONNECT

Address:

61 Broadway, Suite 2770
New York, NY 10006

Phone:

212.328.7876

Fax/Other:

212.328.7877

Services 

Portfolio Management

Your Financial Consultant can help you choose the right level of advice and wealth management services for your needs.

  • Take advantage of professionally managed portfolios, specialized strategies, or customized investment advice.
  • Enjoy asset management expertise from our advisors that have a combined 35+ years experience.  

Financial Planning Needs

Your Financial Consultant can assist your in creating a holistic financial plan.

  • We can help you establish a financial plan that reflects a disciplined approach to investing, taking into account fudamental analysis & personal risk tolerance level.
  • We can help ensure your financial plan reflects your priorities, from retirement income and estate planning to insurance and debt management.
  • You can meet with us regularly to help keep your plan up to date as your life evolves.