Our Team & Partnership
Phone: 732-441-3373 x103
"TPG Wealth Planners is committed to providing our clients with the highest level of quality service. As a Certified Public Accountant and Personal Financial Specialist, I have the experience to listen to your concerns and to provide you with financial insight to assist you in decision making."
…. Linda J. Pressler
OUR PARTNERSHIP WITH LPL
OUR INDEPENDENCE, YOUR ADVANTAGE
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company 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 its 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.
- Our Securities Investor Protection Corporation (SIPC) membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash*. An explanatory brochure is available at www.sipcs.org
- In addition to SIPC protection, LPL purchases Excess of SIPC protection with an aggregate limit of $575 million.
Visit www.lpl.com for more information about LPL Financial.
* The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.