How We Work

LPL Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We are dedicated to providing the most personal service available and are continually seeking excellence in our industry. We strive to help create financial stability and security for each of our clients.

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.


Whatever your goals, we aim to help you get there

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 (248) 457-3700.

16 WALL STREET CLICHES IN 60 SECONDS

Pundits say a lot of things about the markets. Let's see if you can keep up.


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Meet Our Experienced Advisors

Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

  Download Market Commentary

  Download Economic Commentary

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Learn More

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