When it comes to planning your retirement or preserving your wealth, you don’t need an advisor who has an agenda or quota to fill. You need an advisor who can provide the best independent advice and solutions that meet with your financial goals. Did you know you can get independent advice on investing and insurance from an LPL Financial Consultant at your Astoria branch? As the nation's largest independent investment firm*, LPL Financial doesn't sell proprietary investment products, which ensures that their research, insights, and recommendations are objective.
An LPL Financial Consultant at your local Astoria Bank branch will take the time to understand your financial needs and provide advice on investments and insurance that’s tailored to your goals.
*Based on total revenues, Financial Planning magazine, 1996–2016
It should come as little surprise that sentiment among corporate executives improved during the fourth quarter of 2016.
U.S. economic growth remained restrained in Q4 after acceleration in Q3.
In the last several weeks, the odds of a Federal Reserve (Fed) rate hike at the next Federal Open Market Committee (FOMC) meeting on March 14 . 15, 2017, have risen markedly.
The bond market is clearly signaling to the Federal Reserve (Fed) that it expects a rate hike in March, earlier than the market was implying in early 2017.
Professional advisors differ in their philosophy, processes, services, education, experience, and their ability to add value. Here are questions that can help you make a good choice.
Asset allocation is a key concept in money management, where in essence you divide your money among different asset classes such as stocks, bonds, and cash.
You can be confident that the recommendations you receive from your LPL Financial Consultant are based on thorough research. Our research team regularly reviews investment and insurance products to ensure they meet our rigorous standards of due diligence.
Closing the gap on risk is an essential element of wealth planning. Your LPL Financial Consultant will work with you to identify and analyze potential risk factors, and help you find the life insurance solutions that meet your needs, including:
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth.
A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
Through our relationship with LPL, you have access to advisors who can provide completely independent advice and solutions through a pure needs based approach.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com*
* As reported in Financial Planning magazine, 1996-2016, based on total revenue.
Get in touch with an LPL Financial Consultant located at Astoria Bank by filling out the form below or call us directly at 1-800-ASTORIA.