LPS Financial



61 Broadway, Suite 2770
New York, NY 10006






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.