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LPL Financial
- Tax Services
- Exton, PA
About this business
Location details
224 Valley Creek Blvd Suite 330, Ste 2G, Exton, PA, 19341, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I transferred my Vanguard accounts to FFN/LPL over 20 years ago and can't imagine receiving better service. Michael, Leslie and Scott are all extremely knowledgeable and great caring people. I'd give them 10 stars if it was an option. I have no concerns about my retirement and financial future. I can't recommend them enough!!
I would like to thank personally Leslie and her team. we have been with them for the past two years. We meet three times a year to discuss our portfolio always a positive meeting. We go over our ups and downs, make improvements. Her team is always prepared with suggestions to keep us moving forward and expanding portfolio, not only for ourselves in retirement but for our children and grandchildren‘s future. They are well informed on ways of saving you money on taxes. There is no pressure they fully make you understand and su... read more
I’ve been working with Leslie since 2022, and I can’t recommend her highly enough. She is proactive, exceptionally reliable, and truly listens to her clients. What I appreciate most is how personalized her approach is. She regularly checks in to update me on my portfolio and actively collaborates with me, even taking my personal stock preferences into account while guiding me on what’s both safe and profitable for both my short and long-term goals. Her communication is the better than I could ask for. Whenever I need to reac... read more
I've been very pleased with my investment performance since transitioning to Leslie & team
I went to work with Leslie Montana when I wasn’t sure of what the reality of my financial picture really was. She was recommended through a friend who knew that she would be able to work thoroughly and honestly with me. She was able to walk me through all of the details, make thoughtful decisions and assist me so that I was able to make my retirement a reality. LPL financial has made me feel confident that my financial future is bright and in good hands. Take the time to consult with this company!
Frequently asked questions about LPL Financial
How is LPL Financial rated?
LPL Financial has a 5 star rating with 11 reviews.
When is LPL Financial open?
LPL Financial is open now. It will close at 6:00 p.m.
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