My vision is to become life-long partners with individuals, families, self-employed and small businesses to develop a relationship by providing outstanding services and quality financial solutions to assist you in pursuing your financial goals. We can help take the mystery our of preparing for today and tomorrow.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. The goal of our service is to help you create a financial picture for yourself. Using education, service and dedication, together we will, slowly, over time, piece together this financial jigsaw puzzle to help address your financial needs.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. The goal of our service is to help you create a financial picture for yourself. Using education, service and dedication, together we will, slowly, over time, piece together this financial jigsaw puzzle to help address your financial needs.
Services
McLenithan Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided them with personal service, thus earning a reputation of excellence in our industry. For each of our clients we strive to help create financial stability and provide financial independence.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
Reviews (1)
Rob Abair
Jun 06, 2016
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Steer Clear. These guys are not there to help you. They are salesmen working on commission for a company called LPL Financial out of Boston. They will claim to be selling you a variable annuity issued by and guaranteed by the Prudential Insurance Company of America. What they are actually selling is a variable annuity issued and guaranteed by a company called PRUCO Life Insurance Company of New Jersey who “is solely responsible for its own financial condition and contractual obligations”. Don’t be fooled by the Prudential Logo on the contract. Read the fine print.
