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Lpl Financial
- Financial Services
- Roseville, MN
About this business
Location details
3065 Centre Pointe Dr Suite 2, Ste 2, Roseville, MN, 55113, 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 |
This is a hard working and ethical firm that uses the resources of LPL to provide you a consistent healthy return on your investment and minimizes the loss during down years in the market. They spend the time to watch and learn your portfolio, the market conditions, your situation, and life plans so they can advise adjustments to modify your investment portfolio, tax strategy, and financial decisions.
We are extremely happy with service Summit folks are very competent friendly and responsive We have been with them for over 20 years They get. very good results too
I’ve been working with Summit Investment Advisors for over 15 years. They are knowledgeable, proactive, and always take the time to explain things in a clear and thoughtful way. I feel genuinely supported in my financial goals, and their guidance has brought me so much confidence and clarity. I highly recommend to anyone looking for truly exceptional financial planners.
I appreciate the attention Summit gives to their clients and their portfolios. I have recommended them to family and friends.
A 6 month meeting to review where my 401k is at. We had a great discussion.
Frequently asked questions about Lpl Financial
How is Lpl Financial rated?
Lpl Financial has a 4.9 star rating with 100 reviews.
When is Lpl Financial open?
Lpl Financial is closed now. It will open tomorrow at 9:00 a.m.
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