Broker Check

LPL Financial - Lake Havasu City, AZ

  • (928) 453-8332
  • 94 Acoma Blvd S., Suite 100
  • Lake Havasu City, AZ 86403
 

Our Mission

Our Business is People and their Financial Well-Being.

At LPL Financial, we have the client, and only the client in mind. We understand that most investors want more from their Financial Advisor than a profitable portfolio. While profits are good, investors want individual attention and support in both up and down markets. We listen and understand your needs and wants, your long term and short term goals. We enjoy the small town philosophy of treating the relationships entrusted to our office, with the respect that you would expect, as a neighbor.

Our mission at LPL Financial is to create and sustain a lifetime partnership with our clients and their families. As an independent wealth management firm we deliver objective, unbiased, and honest advice to our clients and serve as their Family Wealth Guardians. Working together, we provide custom tailored financial and wealth management solutions to guide you and your family. We understand that every planning situation is unique. As you go through the many changes that life offers, we adjust and alter the plan to get that custom fit just right again.

We are committed to maintaining the highest standard of integrity and professionalism in our relationship with you. We vow to consistently provide unparalleled client service, understand every detail of your specific financial situation in order to provide only the highest quality information, services, and products to help you achieve your goals.