
Friendly, down to earth service. Had some questions that probably weren't worth their time to assist me with, but they were kind enough to look into getting answers for me. That says a lot....
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LPL Financial located in the sunny Palm Desert CA offers expert financial advisory services tailored to meet individual needs. With a focus on investment strategies retirement planning and wealth management their experienced team helps clients navigate the complexities of personal finance. The firm combines local knowledge with nationwide resources ensuring clients receive comprehensive support for achieving their financial goals.
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Friendly, down to earth service. Had some questions that probably weren't worth their time to assist me with, but they were kind enough to look into getting answers for me. That says a lot....
Kari is very knowledgeable on investments and tax law. I am very impressed with her service.