- Financial Services & Investments
- Investment & Financial Services
- Financial Consultants
LPL Financial provides a leading source of objective advice for accumulating and managing personal wealth. Whether you are saving for a child's college education or helping to support an aging parent, you are faced with a wide array of financial considerations - all this while you prepare for your own retirement and consider what's to be done with your own estate. At LPL Financial, our expert and experienced financial advisors will design a customized plan to guide you and help you realize your dreams.
LPL Financial has been named the nation's #1 independent brokerage firm for 19 consecutive years.* Independence at LPL Financial translates to more freedom of product choice, more quality service, more regulatory expertise, and more technological capabilities. LPL Financial seeks to fulfill your needs with suitable options from a wide range of the nation's top providers of:
Comprehensive asset management accounts
Varible and fixed annuities
Individual stocks and bonds
Estate, college, business, tax and retirement planning
Domestic and foreign securities
Alternative investments Insurance
*Based on total revenues as reported in Financial Planning magazine, June 1996-2015.
- Investment Mangement
- Financial Planning
- Retirement Plans
- Wealth Management
Whom to Contact
- Lucas BrownLPL Financial Registered Prinicpal7889 Red Arrow HighwayStevensville, MI 49127Phone: (269) 982-2710Fax: (269) 924-0959
- Nicole CoarRegistered Sales Associate7889 Red Arrow HighwayPO Box 198Stevensville, MI 49127Phone: (269) 982-2710Fax: (269) 924-0959
- Victoria HoltInvestment Representative7889 Red Arrow HighwayPO Box 198Stevensville, MI 49127Phone: (269) 982-2710Fax: (269) 924-0959
Our offices are located on Red Arrow Highway in Stevensville, Michigan just south of the Cook Nuclear Power Plant entrance. We also have offices within Edgewater Bank.