LPS Financial, LLC

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.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck