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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 would have given 5 stars except for this: When we set up our account 3 years ago we selected paper mailings via USPS thinking we could opt out later. HUGE MISTAKE! I've been trying to opt out of this for 3 years now - with Summit's help - WITHOUT SUCCESS! So strange because worked with MY ACCOUNT BUT NOT MY HUSBAND'S. Regardless it's a PROBLEM because we've often received over a dozen statements in just a single week!!! This is a huge issue but Summit can't seem to resolve the problem! I've NEVER had a problem yet with any... read more
Summit is very professional and they make finances easy to understand.
I would recommend Summit to anyone looking for financial planning advisors. It is a stellar team across the board, and everyone that I have interacted with personally - Sean, Brian, Matt, Jack, and Kristi- are really, really good at their jobs. Brian in particular has been an invaluable source of sound advice as I have navigated some interesting straits. He takes the time to explain the implications of different outcomes and continue looking until we have found the best solution. I look forward to many more years of partners... read more
Frequently asked questions about Lpl Financial
How is Lpl Financial rated?
Lpl Financial has a 4.9 star rating with 81 reviews.
When is Lpl Financial open?
Lpl Financial is closed now. It will open on Monday at 9:00 a.m.
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