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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 |
I have been with Summit Investment Advisors for many years. I was at a low and invested in Summit and cannot believe the wonderful advice and effort they have done to bring my portfolio to an amazing result. They are very knowledgeable and proactive with my personal account and they care about each and every client in a personal manner. They are always available by phone to answer any questions I may have in a very friendly and courteous manner. Summit Advisors are the very best!!!
My wife and I met with Emmy Grovender for a portion of our yearly financial review. Emmy gave us a great overview on our financial position and we discussed our future plans and goals. After meeting with Emmy, we met with Sean to discuss tax impacts for some planned withdrawals. The hour we spent at Summit was very beneficial.
Have been with Summit Investments since 2005 whereby overall the team has provided good solid profits. Team has always been available for counseling and guidance, and is a well organized group with excellent communication skills. Have not had any issues and am pleased with their performance. Basically, Summit Investments has exceeded my expectations.
I always get my questions answered in a way I can understand.
Frequently asked questions about Lpl Financial
How is Lpl Financial rated?
Lpl Financial has a 4.9 star rating with 139 reviews.
When is Lpl Financial open?
Lpl Financial is closed now. It will open at 9:00 a.m.
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