LPL Financial is a leading financial services firm providing comprehensive investment and wealth management solutions to individuals, families, and businesses. As an independent broker-dealer, LPL Financial offers a flexible platform that supports financial advisors in delivering objective advice tailored to their clients’ unique financial goals. At the New Rochelle office, advisors operate under the F2 Partners brand, emphasizing a client-centered approach rooted in trust, transparency, and long-term partnership.

The firm specializes in personalized financial planning, retirement strategies, portfolio management, and risk assessment. LPL’s independent model ensures that advisors are not tied to proprietary products, enabling them to offer solutions that truly align with clients’ best interests. With access to LPL’s powerful research tools and market insights, clients receive informed guidance backed by a robust infrastructure. The New Rochelle team is committed to building lasting relationships and takes pride in deeply understanding clients’ personal financial stories.

Website: https://www.f2partners.com/

Key Services:

– Comprehensive financial planning
– Wealth and investment management
– Retirement income strategies
– Risk management and insurance planning
– Estate and legacy planning
– Business and succession planning
– Education funding strategies
– Independent advisory services with access to non-proprietary products