Whitman Financial Service

LPL Financial, nestled in Woburn, MA, serves as an autonomous broker-dealer specializing in a wide range of investment offerings, advisory solutions, and holistic wealth management strategies. Tailored for financial advisors, institutions, and registered investment advisors (RIAs), they furnish the essential tools and digital infrastructure for dispensing customized financial advice. By furnishing guidance on regulatory compliance, operational strategies, and cutting-edge technological resources, LPL Financial dedicates itself to empowering advisors in forging meaningful connections with their clientele. Their pivotal mission revolves around amplifying advisors' productivity, precision, and capacity to navigate the intricate terrain of financial services autonomously. Generated using this brand's available information

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.