Carl Marks & Co Inc

LPL Financial, situated in Bedminster, NJ, stands as a beacon in the financial realm, serving as an independent broker-dealer renowned for its diverse selection of investment products and wealth management solutions. Catering to financial advisors, institutions, and RIAs, they equip professionals with cutting-edge resources and technology to offer tailored financial advice. By focusing on compliance oversight, practice management, and innovative tech services, LPL Financial empowers advisors to engage clients effectively and navigate the intricate financial landscape with confidence. At the heart of LPL Financial's mission is the commitment to enhancing advisors' operational efficiency, precision, and autonomy. Through a strategic blend of support services and advanced technology platforms, they enable financial advisors to operate independently while delivering top-tier financial guidance. With a dedication to empowering advisors with the tools they need, LPL Financial plays a pivotal role in shaping the success and effectiveness of financial professionals in today's dynamic market. Generated using this brand's available information

I offer independent financial management and advice in the following key areas: Investment planning, risk management, college funding, retirement planning, and estate conservation.