At CresCom Financial Services, we understand the important role a financial advisor can play in managing your financial needs, which is why we’ve allied ourselves with LPL Financial. When you choose an advisor supported by the vast resources of LPL Financial, you can be confident that your advisor will have access to independent research, state-of-the-art technology, innovative investment tools, and exceptional support that allows your advisor to devote his or her full attention to your needs and objectives.
Why Choose CresCom Financial Services?
Over the past decade, financial advisors backed by LPL Financial have become a leading source of objective advice for accumulating and managing personal wealth. As experienced financial professionals, these advisors possess an average of 10 years of industry experience when they partner with LPL. Every advisor is backed by a market leader and they’re 100% committed to helping you pursue your long-term financial and life goals. This means that when you invest with one of our advisors, you can benefit from:
- Objective guidance and advice — With access to leading independent research, your LPL Financial Advisor can help you make informed, objective decisions.
- Investment choice and flexibility — LPL Financial does not offer any proprietary products, so your advisor can help you choose unbiased investment products and strategies from many of the nation’s leading investment managers. The choices are based around your personal needs and goals.
- Holistic approach to life planning — No matter where you are in life – just getting started or winding down a successful career – you have goals and dreams. Your advisor engages you in an ongoing conversation to learn about your goals and needs, and helps you maintain your focus as you continue on the journey.
- Convenient account access — You can manage your account online anytime, day or night, from the convenience of your own home or office. In addition, easy-to-read account statements keep you informed of account activity and performance.
- Passion for providing independent advice — Our advisors offer tailored strategies designed to address the needs of your life goals and financial growth. Our advisors base their success upon helping their clients by tapping into the vast resources with LPL Financial to provide the objective advice you need.
- An independent investment partner —Your LPL Financial Advisor cares as much about your personal satisfaction as the performance of your portfolio, so he or she serves as a true partner to help you live the life you desire.
Take the first step to starting a new partnership with CresCom Financial Services by finding an advisor in your area today!
LPL Financial Advisors are available to schedule appointments at any one of CresCom Bank’s locations.
For more information about CresCom Financial Services or LPL Financial, please call one of our LPL Financial Representatives today.