The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients' objectives in focus, staying in contact with them throughout market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.
As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or e-mail. I can help you make sense of today's investment climate.
For financial planning please email martin.reid@lpl.com
Five Star 2018-2024 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018-2024 Five Star Wealth Mananager.