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SEP IRAs

A SEP IRA is a type of plan under which the employer contributes (up to a certain limit) to an employee’s IRA.

IRA Rollover

If you leave a job or retire, you should consider your options regarding your employer retirement plan assets..

401(k) Plans

401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.

Why LPS?

At LPS Financial, clients come first! It is our fiduciary responsibility to act solely in the best interest of the client. Our firm is not a fee-only advisory firm. As independent advisors, we have the freedom to choose from a wide variety of products and services - all of which can be personalized to suit each client's individual investment needs.

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Our Recent Posts

Thursday, June 11, 2020

Gold Medal Services : LPS Financial, LLC

Looking Certified Financial Planners Company in Queens, Brooklyn & Staten Island? Find newsletter articles, calculators, and research reports at LPS...

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LPS Financial, LLC

Looking Certified Financial Planners Company in Queens, Brooklyn & Staten Island? Find newsletter articles, calculators, and research reports at LPS...

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Process : LPS Financial, LLC

Looking Certified Financial Planners Company in Queens, Brooklyn & Staten Island? Find newsletter articles, calculators, and research reports at LPS...

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Wednesday, June 10, 2020

Certified Financial Planners Queens, Brooklyn & Staten Island

We're a team of certified financial planners in Queens, Brooklyn, Staten Island. Our Brooklyn, Queens & Staten Island financial planner...

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Clients Interest

The interests of our clients always come first. Dependability, timeliness, accuracy, confidentiality and responsiveness are the foundation of our success.

How does LPS get paid?

Based on the nature of servies being provided, LPS Financial either charges a fixed fee based on the assets under management in your account or hourly fees. We do not engage in any commission-based business.

What does RIA stand for

RIA stands for Registered Investment Advisor. Additional information about LPS Financial, LLC is available on SEC's website at www.adviserinfo.sec.gov.

What is the importance of being a Fee-Only Financial Advisory Firm

As a Fee-Only Financial Advisory Firm our sole compensation is from the fees that our clients pay us. This means we do not receive any commissions or referral fees for recommendations of any of the financial products or services we offer our clients.

Contact Us

WE ARE ACCEPTING NEW PROJECTS.

YOUR COMPANY
LPS Financial, LLC
2535 VICTORY BLVD STATEN ISLAND, NY 10314 212-328-7876
 212-328-7877
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