Thomas A Trax, Wealth Advisor, Cep- LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take...
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- 401k and Ira Planning
- Financial Planning
- Investment Management
- Retirement Income Strategies
- Retirement Planning
- Wealth Management
Sentiment Analysis
One thing I admire about Tom is that no matter how difficult a topic may be, Tom will do extensive research and figure out the best approach.
It's not about "buy this stock or that stock" - he helped us with long term planning, life insurance, tax issues, and other matters.
I never knew how important it was to have a financial planner and now he's guided me on not only my personal finances, but he manages my business retirement plans as well.
Helped me navigate retirement plan.
Been with Tom and LPL for over 10 years and have a great financial program with him.
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