Capital Financial Solutions

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

LPL Financial Services, situated in Englishtown, NJ, stands out as an independent broker-dealer, catering to a wide range of investment products, advisory services, and holistic wealth management solutions. This establishment serves as a crucial partner for financial advisors, institutions, and registered investment advisors (RIAs), equipping them with the necessary resources and cutting-edge technology platforms to provide tailored financial counsel. By offering robust support in compliance oversight, practice management, and advanced technology services, LPL Financial plays a pivotal role in empowering advisors to engage clients effectively. At the heart of their mission is a dedication to enhancing the efficiency, precision, and autonomy of financial advisors navigating the intricate landscape of financial services. Through a commitment to enabling advisors to thrive independently, LPL Financial Services remains a key player in fostering a dynamic environment where personalized financial guidance thrives, benefiting both advisors and their clientele. Generated using this brand's available information

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy