Financial Planning- Independent, Non-Proprietary fee based advice model to pursue the goals and objective, or address the issues and concerns, that are important to our clients. Asset Management - The cornerstone of LPL Financial, the largest independent broker-dealer as reported in Financial Planning Magazine 1996 to 2014, based on total revenue, is to provide the highest level of unbiased advice. LPL Financial provides access to independent research, asset management and a wide array of financial products from the nation's top providers. Tax Planning & Preparation - By performing tax planning and preparation services for our financial planning clients, we are able to provide a higher level of coordination between their investment and tax strategies to better address short and long term financial goals. Financial Planning and Tax Planning & Preparation Services offered through Gould Ruma Financial Advisors a Registered Investment Advisor and separate entity from LPL Financial. Securities and Advisory Services through LPL Financial a Registered Investment Advisor, Member FINRA & SIPC
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General InfoFinancial Planning- Independent, Non-Proprietary fee based advice model to pursue the goals and objective, or address the issues and concerns, that are important to our clients. Asset Management - The cornerstone of LPL Financial, the largest independent broker-dealer as reported in Financial Planning Magazine 1996 to 2014, based on total revenue, is to provide the highest level of unbiased advice. LPL Financial provides access to independent research, asset management and a wide array of financial products from the nation's top providers. Tax Planning & Preparation - By performing tax planning and preparation services for our financial planning clients, we are able to provide a higher level of coordination between their investment and tax strategies to better address short and long term financial goals. Financial Planning and Tax Planning & Preparation offered through Gould Ruma Financial Advisors a Registered Investment Advisor and separate entity from LPL Financial. Securities and Advisory through LPL Financial a Registered Investment Advisor, Member FINRA & SIPC,Financial Planning- Independent, Non-Proprietary fee based advice model to pursue the goals and objective, or address the issues and concerns, that are important to our clients. Asset Management - The cornerstone of LPL Financial, the largest independent broker-dealer as reported in Financial Planning Magazine 1996 to 2014, based on total revenue, is to provide the highest level of unbiased advice. LPL Financial provides access to independent research, asset management and a wide array of financial products from the nation's top providers. Tax Planning & Preparation - By performing tax planning and preparation services for our financial planning clients, we are able to provide a higher level of coordination between their investment and tax strategies to better address short and long term financial goals. Financial Planning and Tax Planning & Preparation offered through Gould Ruma Financial Advisors a Registered Investment Advisor and separate entity from LPL Financial. Securities and Advisory through LPL Financial a Registered Investment Advisor, Member FINRA & SIPC,Financial Planning Investment Strategy Planning Social Security Planning Asset Management Retirement Planning College Planning Estate Planning,Financial Planning Investment Strategy Planning Social Security Planning Asset Management Retirement Planning College Planning Estate Planning