LPL Financial

LPL Financial Financial planner in Bowling Green
1215 Ridgewood Dr, Bowling Green, OH 43402

LPL Financial in Bowling Green, Ohio, is a reputable financial planning service located at 1215 Ridgewood Dr. Specializing in personalized financial advice, LPL Financial offers a variety of services tailored to meet the unique needs of each client, helping them achieve their financial goals. Operating within the Eastern Time Zone, this location is known for its commitment to quality service, as reflected in its positive customer reviews. The firm is dedicated to providing comprehensive financial planning, investment advice, and wealth management solutions.

Services Offered

• Financial Planning
• Investment Advice
• Wealth Management
• Retirement Planning
• Estate Planning

Cost Range

The cost for services at LPL Financial can vary depending on the complexity and scope of the financial planning required. Typically, fees could include a percentage of assets under management, a flat fee, or hourly rates. Clients are encouraged to discuss fee structures directly with their financial advisor to understand the cost implications fully.

Local Tips

Being situated in Bowling Green, OH, LPL Financial is conveniently accessible for residents in the area. Clients might consider scheduling appointments during mid-morning or early afternoon to avoid peak traffic times. Additionally, Bowling Green offers several dining and shopping options nearby, making it easy to combine financial planning visits with other errands.

FAQs

What should I bring to my first meeting with a financial advisor?

It's helpful to bring documents related to your financial status, including recent bank statements, retirement account statements, tax returns, and a list of financial goals.

How often should I meet with my financial advisor?

Regular meetings are recommended, typically at least once a year, but frequency can vary based on your financial situation and goals.

Can LPL Financial help with retirement planning?

Yes, LPL Financial offers comprehensive retirement planning services to help ensure you are well-prepared for your future.

Does LPL Financial offer online services?

Yes, LPL Financial provides online account management and financial planning tools for client convenience.

America/New_York time zone
average rating from reviews for LPL Financial: