Listerhill Financial Services

When you are faced with life-changing transitions, there are usually some important financial decisions that you will have to make during these times of change.

Your Financial Future Starts Here.

Your financial decisions may significantly impact your financial security in the years, decades or generations to come. When you’re making these important financial decisions, you want sound, objective advice from someone who knows you well. Listerhill Financial Services gives you the personalized, local service you deserve.

Services

Listerhill Financial Services is here to offer sound and unbiased financial advice when it matters most:

  • Career Change / Retirement
  • 401k & Pension Rollovers
  • Retirement Income Planning
  • Birth of a Child
  • Education Funding
  • Life & Long Term Care Insurance

Approach

Working together, we’ll create a plan for pursuing your goals based your unique needs and concerns. The process we will follow includes:

REQUEST A MEETING

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

The firm’s mission is clear:
We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best — create the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com.

*As reported in Financial Planning Magazine, 1996-2014, based on total revenue.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Listerhill Credit Union and Listerhill Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Listerhill Credit Union deposits and are not NCUA insured. These products are not obligations of the Listerhill Credit Union and are not endorsed, recommended or guaranteed by Listerhill Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, FL, GA, LA,  MS, OK, TN, TX, WA.

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