LPL Financial, Ken Houldsworth CFP, Amy Taylor - Arcata, California
Address: 1400 10th St, Arcata, CA 95521, United States.
Phone: 7078227241.
Website: lplarcata.com
Specialties: Financial planner, Financial consultant, Investment company, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of LPL Financial, Ken Houldsworth CFP, Amy Taylor
LPL Financial, located at Address: 1400 10th St, Arcata, CA 95521, United States, is a reputable financial institution that offers a range of services including financial planning, consulting, investment management, and stock brokerage. With a phone number of 707-822-7241, it is easy to get in touch with them for any inquiries.
The company is headed by two experienced financial planners, Ken Houldsworth CFP and Amy Taylor. Both are highly regarded in their field and are known for their professionalism, expertise, and ability to listen to their clients' needs. They have a proven track record of helping clients achieve their financial goals, as evidenced by the glowing reviews from satisfied clients.
One such review states, "Love these two financial planners Experienced, professional, and smart. They are both wonderful listeners, care about their clients, and have helped my husband and me have a decent retirement." This testimonial highlights the personalized approach that LPL Financial takes in working with its clients, ensuring that each individual's unique financial needs are met.
In terms of accessibility, LPL Financial has several features that make it easy for everyone to visit. These include a wheelchair-accessible car park, entrance, and toilet, as well as standard toilet facilities. Appointments are recommended, and it is worth noting that the company has an average opinion rating of 5/5 based on two reviews on Google My Business.
Specialties: Financial planner, Financial consultant, Investment company, Investment service, Stock broker.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
Recommendation
If you are looking for a reliable and experienced financial institution to help you manage your investments and plan for your future, LPL Financial is an excellent choice. With its personalized approach, expert financial planners, and range of services, you can trust that your financial needs are in good hands. Contact them today through their website at lplarcata.com or by phone at 707-822-7241 to schedule an appointment and take the first step towards achieving your financial goals.
👍 Reviews of LPL Financial, Ken Houldsworth CFP, Amy Taylor
