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Home > Financial Services > Accountants > LPL Financial Services
LPL Financial Services
LPL was formed in 1989 through the merger of two small but successful brokerage firms, Linsco and Private Ledger. Today, LPL is America's No. 1 independent brokerage firm with more than 6,000 financial advisors, based in more than 3,500 branch offices nationwide.
Their rise to prominence has been driven by a commitment to independence, excellence and the simple premise that achieving your financial goals requires Solid, unbiased advice, Meaningful, timely information and research, Easy access to value-added investments and services and Unparalleled customer service. Your LPL Financial Advisor can deliver all of these to you thanks to support from their technology, their comprehensive training programs and their dedicated personnel.
Tax planning and preparation form a winning combination for their successful individual and business clients. Whether you are an individual or a multi-tiered partnership, their experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
As a business grows, it must hire more employees, which can result in increased payroll administration. They can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Their firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.
Their advisors have access to the tools that help them provide high-quality, unbiased investment solutions, including comprehensive fee-based asset management accounts and a full array of nonproprietary Mutual funds, Annuities and other tax-sensitive investments, Domestic and foreign securities, Direct investments, Insurance, Fee-based programs, Estate and Financial Planning, Trust Services.
Their goal is to provide lasting solutions as frequently or infrequently as necessary for your specific business. They understand small businesses and know that their needs are often times as unique as their owners. With this in mind, they also maintain a referral network of professionals in various fields that are of importance to small businesses and their owners, so that their clients can receive top notch service in all areas of expertise.
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