CALIFORNIA CONSUMER

We work with our clients to anticipate a variety of risks they will face and plan appropriately for them. We can offer a variety of resources for this task from investment management services to insurance programs and business succession and estate planning. Through years of experience we know how to help our clients identify these risks and manage them accordingly... Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through Strategic Financial Partners, Ltd, a Registered Investment Advisor and separate entity from LPL Financial... Strategic Financial Partners is a comprehensive financial planning and wealth management firm that specializes in developing, implementing, and continually monitoring your strategic long term financial plans. Our customized programs seek to grow and conserve your wealth by delivering a high level of personalized service through individualized in-depth consulting and financial planning.

Primary location: Bend United States