Plan well, live well.

General Info

LPL Financial in Melbourne, FL, specialize in individuals and family in areas of retirement planning and wealth transfer. Our goal is to help our clients pass on a legacy to their love-ones. We hold ourselves to the highest levels of integrity, accountability and transparency to ensure that we are doing our absolute best for each and every one of our clients. When working with clients, we believe in a fiduciary standard. Our compensation is tied directly to the success of your advisory assets.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	9:00 am - 4:30 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 321-254-8680

Address:

4885 N Wickham Rd Ste 108 Melbourne, FL 32940

Email:

Contact Us

Link:

http://www.lcwarrengroup.com

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Categories

Financing Consultants, Financial Planning Consultants, Financial Services, Retirement Planning Services

Services / Products

Retirement Planning, Insurance Planning, Asset & Portfolio Management, Inheritance Planning, Trust Management, Investment Planning, Fee-Based Financial Planning, Asset Allocation, Financial Education Workshops, IRA Rollovers, Diversification, Consultations, Financial Advisors, Financial Consultants, Estate Planning, Wealth Management, Family Financial Planning, Stock Investments, Financial Planning, Asset Management, Investment Advisors, Fixed Annuities, No Load Funds, Mutual Funds, Life Insurance, Stocks, Roth IRA, Bonds, Fee-Based Asset Management, Money Market Accounts, Annuities, Tax-Free Bonds, Government Bonds, Index Funds, Roth Individual Retirement Accounts, Load Funds, Investments, Traditional IRA, SEP Individual Retirement Accounts, Individual Retirement Accounts, 401(k) Rollovers

Payment Options

visa, discover, mastercard, all major credit cards

Amenities

Notary Public

Accreditation

LPL Financial