LPL Financial
Brokerage Services
We don’t just set you up with a financial plan and send you on your way.
LPL Financial’s brokerage services help you navigate the investment of your assets aligned with your strategic plan.
This helps give you confidence your plan is being followed, without getting overwhelmed trying to choose investment options yourself.
How our brokerage services work
- We start with your financial plan and the goals and objectives you hope to accomplish.
- LPL’s team then works with you to establish an appropriate level of risk.
- Your LPL representative puts together an investment package and reviews it with you.
- On your approval, investments are made and reporting begins.
We have access to numerous types of investments and services:
- Common and preferred stocks
- Corporate and municipal bonds
- Treasuries (bills, notes, and bonds)
- Financial Analysis
- Mutual and Money market funds
- Retirement Planning
- Variable and fixed annuities
- Asset Allocation
Getting started is easy
You can either contact us online or get in touch directly with any LPL investment professional shown below.
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Contact MeTom Hart
Financial Consultant
LPL Financial
Location: Middlefield - Main Branch Office
Phone: (440) 632-3444
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Contact MeRic Rotolo
Financial Consultant
LPL Financial
Location: Beachwood Office
Phone: (216) 359-5526
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Contact MeLisa Swango
Financial Consultant
LPL Financial
Location: Middlefield - Main Branch Office
Phone: (440) 632-3226
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured By Any | Not A Bank Deposit
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Check the background of investment professionals associated with this site on FINRA's BrokerCheck 
.
Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, member FINRA /SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Ohio