Lpl Financial Services
Financial Advising
Why pick this one
They have over 30 years of experience in financial advising and provide estate planning services tailored to clients' needs.
Best for
- pre-retirees planning for financial security
- retirees seeking personalized estate plans
Look elsewhere if
- those looking for budget financial advising
- clients needing rapid-fire investment services without personal touch
Specialties
- estate planning
- retirement planning
- investment management
- insurance products
Certifications
- fiduciary
What makes them different
- family-owned firm providing services for three generations
- partnered with LPL Financial
- emphasis on client-centric approach
- decades of experience in financial advising
- independent financial advisory services
- Response time
- speed of his responses has been awesome
- Years in business
- 30+
- Serves
- Mooresville, Lake Norman
Distilled from this business's own website.
Contact & Location
- Address
- 126 Brockton Ln, Mooresville, NC 28117
- Phone
- (704) 658-9190
- Website
- https://www.peterlivingston.com
- peter.livingston@lpl.com
Services
- wealth management
- financial advising
- personal finance