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 objective 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 on your unique needs and concerns. The process we will follow includes:

REQUEST A MEETING

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.  LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell it's products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit http://www.lpl.com.

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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