Our Services

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized services focus on your needs, wants, and long-term goals.

Investments

Self-Directed Brokerage Accounts

Advisory Accounts

Brokerage Accounts

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Spousal IRA 

Common Stock

Bonds

Treasury Bills

Treasury Notes

Government Securities

Variable Annuities

Wealth Management

Financial Planning

Retirement Planning

Tax Planning

Estate Planning

College Planning

401(k) Planning

TSP Planning

Pension Planning

Health Care Planning

Stock Option Planning

Stock Purchase Planning





Insurance

Term Life Insurance

Permanent Life insurance

Long-Term-Care Insurance 

Disability Income Insurance


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

james.newsome@lpl.com  |  412-235-9761

zack.ross@lpl.com  |  724-816-9211