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Investment Planning




Planning for tomorrow starts today.

One way to work toward ensuring that the decisions you make today will meet your financial goals tomorrow, is to consult with an experienced financial professional. Working with a Financial Consultant from LPL Financial*, located right at your neighborhood Astoria Bank branch, can provide the kind of insight and knowledge to help you pursue your financial objectives. By listening and taking the time to understand your individual needs, your LPL Financial Consultant can provide smart strategies at every stage of your financial life.

Through the technology and resources of LPL Financial, the nation’s largest independent broker dealer1, LPL Financial has the ability to offer its customers a wide selection of investment products and services. Whether it’s planning ahead for college or putting yourself in a better position for retirement, you can count on:

  • Knowledgeable, tailored advice for your short- and long-term goals that can help protect your hard-earned money and potentially maximize return.
  • A wide selection of investment and insurance products and services.
  • Direct access to your LPL Financial Consultant, conveniently located at your neighborhood Astoria Bank branch.




It’s easy to get started.

Simply complete our Contact Form and a local LPL Financial Consultant will be glad to contact you and set up a meeting to discuss your needs and help provide relevant strategies from a wide choice of products and services.

1 As reported by Financial Planning magazine, June 1996-2016, based on total revenue.

    *Legal Disclosures

The LPL Financial Consultants associated with this site may only discuss and/or transact securities business with residents of New York State. 

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/ SIPC. Astoria Bank is not a registered broker/dealer and is not affiliated with LPL Financial or its affiliates. Insurance products offered through LPL Financial or its licensed affiliates. 

Not FDIC InsuredNo Bank GuaranteeMay Lose Value
Not a Bank DepositNot Insured by any Federal Government Agency

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