Bishop Financial Advisors is committed to maintaining the highest standards of integrity and professionalism in our relationship to you as a client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Services
Welcome to our Account Access Center where you can directly access your accounts, download informational documents, and check out our partners. All of this is provided to give you all the resources, along with our knowledge and advice that are focused on confidently meeting your financial goals today and into the future.
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.
We approach each new engagement with our consultative process. We start with the discovery meeting, where we ask you a series of questions. This allows us to have an open dialogue in which we learn about every client's values and goals while working with them to tailor a plan to help address them. Once we fully understand each client personally, we dive into a comprehensive evaluation of the entire financial picture.
Bishop Financial Advisors and LPL Financial do not provide Tax and legal advice or services. Please consult your legal or Tax advisor regarding your specific situation. Whether you are investing to preserve, enhance, transfer, or protect your wealth, our personalized service focuses first on your needs, wants, and long-term goals.
Reviews (1)
David Nystrom
Oct 29, 2020
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