Leveraging the capabilities and research of the nation’s largest independent broker/dealer, LPL Financial*, has its advantages.
We leverage the strength and size of LPL Financial to access industry leading products, money managers, and research and complement these with a local community presence and personalized service. Our clients can rely on us to help them work towards their financial goals and never have to contact an automated call center to get help with their accounts.
Research and Education
LPL Financial's team of economic and financial analysts provide unbiased research on annuities, alternative investments, equities, fixed income, and more. Our in-house advisors perform their own intensive market research to complement the experienced research performed by analysts at LPL Financial. This in-depth knowledge of the market, stocks, insurance, and other securities allows us to offer current perspectives and prudent advice to our clients. We strive to stay current with wealth management strategies, and we complete on-going training and certifications to deliver impartial and insightful advice to our clients.
LPL Financial does not offer proprietary products, enabling us to offer our clients truly objective, conflict-free advice.
Our alignment with LPL Financial provides us with access to financial products and programs that other investment firms may not be able to utilize. In turn, we have the ability to provide our clients with unbiased investment strategies and products from many of the nation's leading investment managers. At Provo Financial Services, Inc., we conduct a comprehensive look at liquidity concerns, risk tolerance, tax status, income needs, invested assets, workplace benefits, trusts, estate needs, special needs planning, business continuity, as well as many other factors, to help us determine what the appropriate investment mix might be for each client and each account. We don't believe in "cookie-cutter" strategies, or "one size fits all" portfolios, but instead seek to design the appropriate custom strategy for each situation.
Although we have the support of the LPL Financial research team, as well as as access to a wide array of product choices provided by LPL Financial, we are a local, independent firm focused on providing our clients with top-notch, one-on-one service. As our client, you can be sure your calls will always be answered by a member of our staff, who will make sure that your goals and needs are being addressed in a timely manner. We work hard to earn our clients' trust, and we strive to deliver sound advice and personalized service each and every day.
Learn more about how we can leverage our capabilities for you. Request a consultation today.
* As reported by Financial Planning Magazine, June 1996-2013, based on total revenues.