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  • 269-982-2710
  • 866-751-1241

About Us

LPL Financial is a comprehensive financial services firm specializing in retirement planning, investment management and insurance solutions.

Our financial advisors design customized plans to help you transition from the working world into retirement with confidence. We deliver an unprecedented level of personalized service to meet your financial needs.

In a recent survey clients described our service with these phrases: "very thorough and patient," "prompt response to our calls," "trust," "integrity," and "personal attention."

Our main office is located on Red Arrow Highway in Stevensville, Michigan with a branch office inside Edgewater Bank. We encourage you to explore our site and learn more about our retirement, investment and insurance services. Please feel free to email us or call us for a no-cost initial appointment to get acquainted.