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YOUR NEEDS COME FIRST
LPL Financial offers no investment products of its own, so Northwest Financial LLC financial representatives can devote their time and energies not to product quotas and sales goals, but to understanding your individual financial objectives. To help them meet your needs with suitable options, LPL provides its representatives access to thousands of individual securities and forms alliances with the nation's leading providers of investment and insurance products.
Through LPL Financial, our financial representatives have the tools that help them provide 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
- Fee based accounts offered through LPL Financial, a registered investment advisor
If you prefer a more comprehensive approach, your Northwest Financial LLC financial representative can formulate a personalized investment management strategy. LPL Financial's fee-based asset management programs range from one that may combine mutual funds, annuities and individual securities in a single portfolio to services that allocate assets among leading institutional portfolio managers. Our representatives also have access to software for integrated estate, retirement and college planning.
Contact us today to learn more.
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