LPL FINANCIAL

Financial Planning, Real Estate Agents

Reviews

5.01 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%


Rating CategoryRating out of 5
quality
5.0
value
4.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Showing 1-1 of 1 reviews

Stuart E.
01/2013
5.0
financial advisor
  + -1 more
I'm very satisfied with the experience I've had with LPL Financial and Mr. Economos. Mr. Economos has been personable, professional, and thoughtful. I discovered him from Dave Ramsey's website asking for a local financial planner.
Description of Work: I met with Andrew Economos, who works out of LPL's Huntington Station, NY (Long Island) office twice. I set up a long-term investment plan with him, and the initial results are encouraging. Mr. Economos spent about two hours at my home with me and answered in detail my numerous questions and concerns. He was also very prompt in answering questions by email and telephone, as well as providing copies of documents I requested. Retirement planning and long-term investments of any kind are a minefield, but I'm confident, after researching LPL Financial and developing a working relationship with Mr. Economos, that I'm on the right track.

Rating CategoryRating out of 5
quality
5.0
value
4.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0

Yes, I recommend this pro
$7,500

    Contact information

    523 E PUTNAM AVE, Greenwich, CT 06830


    Licensing

    State Contractor License Requirements

    All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.

    *Contact business to see additional licenses.

    All skilled traders and home improvement contractors operating in the State of Connecticut are required to be licensed or registered by the State Department of Consumer Protection. License or registration identification is required to be on all advertising, business cards, signage, and contracts. You can check to see if a contractor or tradesperson is licensed or registered by going to: https://www.elicense.ct.gov/

    Service Categories

    Financial Planning,
    Real Estate Agents

    FAQ

    LPL FINANCIAL is currently rated 5 overall out of 5.
    No, LPL FINANCIAL does not offer free project estimates.
    No, LPL FINANCIAL does not offer eco-friendly accreditations.
    No, LPL FINANCIAL does not offer a senior discount.
    No, LPL FINANCIAL does not offer emergency services.
    No, LPL FINANCIAL does not offer warranties.

    Contact information

    523 E PUTNAM AVE, Greenwich, CT 06830