Products & Services

At LPL Financial, we provide assistance in the following areas:

Investments

  • Fee Based Asset Management
  • Strategic Asset Management
  • Separately Managed Accounts
  • Portfolio Management
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Bonds
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Brokerage Accounts

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disablility Income
  • Life Insurance
  • Long Term Care

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Individual Tax Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Individual Tax Preparation and Planning
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

If you would like to know more about our Products & Services, please contact us at:

David Randall, CFP
490 Chapman St Suite 201
Canton, MA02021
Phone: 781-828-1590
Fax: 781-828-4454
Email: david.randall@lpl.com