Livingston Financial
Financial Advising
Why pick this one
Livingston Financial has been providing financial advising since 1986 and is a fiduciary committed to client interests.
Best for
- pre-retirees seeking retirement planning
- individuals needing estate planning assistance
Look elsewhere if
- clients looking for product-based financial advice
- those who prefer budget financial services
Specialties
- estate planning
- retirement planning
- wealth management
- investment management
Certifications
- fiduciary
What makes them different
- family-owned firm
- three generations of service
- partnering with LPL Financial
- independent advisory without product sales
- Response time
- the speed of his responses has been awesome
- Years in business
- since 1986
- Serves
- Mooresville, Lake Norman
Distilled from this business's own website.
Contact & Location
- Address
- 736 Brawley School Rd, Mooresville, NC 28117-9282
- Phone
- +17046589190
- Website
- http://www.peterlivingston.com/
- peter.livingston@lpl.com
Services
- financial advising
- personal finance
- insurance services