TOP 30 Lpl financial customer service in Sacramento, California

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LPL Financial is a leading financial institution located at 2233 Watt Avenue in Sacramento, California, United States. Specializing in finance, LPL Financial offers a wide range of services including investment planning, wealth management, and retirement planning. With a team of experienced financial advisors, LPL Financial is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, LPL Financial is dedicated to providing personalized financial solutions tailored to your individual needs.

Bradford Investment Services, located at 1450 Harbor Boulevard in West Sacramento, California, is a finance institution dedicated to discovering your complete financial picture. They construct personalized income statements and balance sheets, taking into account real estate, restricted stock, partnerships, trusts, and loans. Unlike other advisors who use generic models, Bradford Investment Services customizes portfolios of individual stocks, bonds, and options tailored to your specific needs and goals. They collaborate with clients to ensure their financial goals are always in alignment, adapting to life's changes and challenges. The institution also prioritizes educating clients on changing economic trends, market conditions, and tax laws for continued growth. Additionally, they take a measured approach to transferring wealth, emphasizing the importance of sharing wealth with family and charitable organizations. Chris Bradford and Stina Bradford are registered representatives with LPL Financial, offering securities and advisory services. Clients can check the background of investment professionals associated with the institution on FINRA BrokerCheck. Please note that offers may only be made to residents of states where the representatives are properly registered or licensed.