The Need for Objective Financial Advice has Never Been Greater!
Amid an ever-changing investment landscape, investors need an expert and experienced partner who can guide them through the intricacies of investing and financial planning.
As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child’s college education or help support an aging parent. In addition, you must prepare for your own retirement and consider what’s to be done with your estate.
You’re also confronted with a growing number of investment and insurance products and services, and more ways to access them than ever before. Should you invest in mutual funds, annuities, individual securities, or a comprehensive asset management program? How much insurance do you need? Add up all of these important considerations, and your need for competent, objective financial guidance has never been greater.
LPL Financial is a leading source of objective advice for accumulating and managing personal wealth. LPL Financial was formed in 1989 through the merger of two small but successful brokerage firms, Linsco(established in 1968) and Private Ledger (founded in 1973), and is the number one independent broker/dealer in the country.*
David Urso, CFP®
I have been a Westerly resident for over 25 years. I hold the CFP® credential and have been in good standing since 1988. I am Series 7, 24 and 63 licensed. I am registered to sell life and variable annuity products in the states of RI, CT, MA & FL. I am registered through LPL Financial for securities sales in CA, CT, FL, GA, MA, MS, NC, NJ, NY, OH, RI, VT, WV.