Local Certified Financial Planner CFP in New York. We can help you execute a sound financial program utilizing the following products and services @ LPS Financial.
The New Standard in Personalized Wealth Management
Welcome to LPS Financial, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of “favorites” in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Why LPS?
At LPS Financial, clients come first!
It is our fiduciary responsibility to act solely in the best interest of the client. Our firm is not a fee-only advisory firm. 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.
LPS Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where LPS Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by LPS Financial, LLC unless a client service agreement is in place.
Contact Us
LPS Financial, LLC
2535 VICTORY BLVD
STATEN ISLAND, NY 10314
Phone: 212-328-7876
Fax: 212-328-7877
INFO@LPSFinancial.com
