Mission Statement

“ LPL Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients. ”

Welcome to LPL Financial

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (352) 286-7699.

Free Consultation

Click here to fill out our form today and we will contact you shortly for a no-obligation financial consultation.

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About Us

Our company is built on a solid foundation of dedicated client service and in-depth market knowledge.

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Our Team

Our staff consists of experienced professionals with a "hands on" approach to financial guidance.

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