Brian D Platt CFP - Independence Square Advisors

LPL Financial, situated in King Of Prussia, PA, stands as a leading independent broker-dealer, presenting a wide range of investment products and advisory services alongside holistic wealth management solutions. Specializing in collaboration with financial advisors, institutions, and registered investment advisors (RIAs), they equip professionals with cutting-edge resources and technology platforms essential for dispensing tailored financial counsel. By offering robust support in compliance oversight, practice management, and seamless technology services, LPL Financial strives to embolden advisors in fostering meaningful client interactions. Their pivotal role revolves around amplifying the efficiency, precision, and autonomy of financial advisors within the intricate realm of financial services, thus paving the way for enhanced client outcomes and advisor success. Generated using this brand's available information

High Point Financial is an independent wealth management firm based in Berwyn, Pennsylvania, dedicated to providing objective and straightforward financial solutions tailored to individuals, families, and business owners. The firm emphasizes a collaborative approach, helping clients navigate the complexities of financial decision-making by employing technology to assess their unique situations. With a commitment to fostering long-term relationships, High Point Financial seeks to educate clients on potential pathways to achieve their financial goals, extending beyond basic investment management. Partnering with Commonwealth Financial Network, the firm ensures that clients receive comprehensive and customized wealth management services. Generated from the website