CONNECT

Address:

61 Broadway, Suite 2770
New York, NY 10006

Phone:

212-328-7876

Fax/Other:

212-328-7877

Why LPS?

At LPS Financial, clients come first!

We are a fee-only advisory firm. It is our fiduciary responsibility to act solely in the best interest of the client. As independent advisors, we have the freedom to choose from a wide variety of products and services - all of which can be personalized to suit each client's individual investment needs. 

Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this process by listening to you and discussing your lifestyles, goals, wishes, dreams and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist.

Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning.

We then schedule to meet with you on a regular basis to discuss and update your financial situation. We pride ourselves in our constant calendars of client services and regular client communications to  keep you informed of economic news and appropriate tax law and estate planning rule updates.  

We commit to disclose any and all conflicts or potential conflicts to our clients prior to and throughout our relationship.