LPL Financial - Logan, Utah
Address: 275 N 100 W, Logan, UT 84321, United States.
Phone: 4357536500.
Specialties: Tax preparation service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Appointment required, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of LPL Financial
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LPL Financial: A Comprehensive Overview
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For individuals and families seeking comprehensive financial guidance and tax preparation services, LPL Financial stands as a reliable and established firm. Located at 275 N 100 W, Logan, UT 84321, United States, and easily accessible via telephone at 4357536500, LPL Financial offers a personalized approach to financial planning, combining investment management with tax expertise. The firmâs commitment to client satisfaction is evident in its consistently high ratings and the positive feedback received from its clientele.
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Specialties and Services
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LPL Financial distinguishes itself through its dual focus: investment management and tax preparation. This integrated approach allows advisors to provide a holistic view of a client's financial situation. Their core services include:
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- Investment Management: LPL Financial provides access to a wide range of investment products and strategies, tailored to individual goals and risk tolerances. They offer portfolio construction, wealth management, and retirement planning services.
- Tax Preparation Services: A key component of their offering is a dedicated tax preparation service, ensuring clients receive accurate and efficient tax filing. This service is frequently praised for its clarity and ease of understanding.
- Financial Planning: Beyond investments and taxes, LPL Financial assists clients in developing comprehensive financial plans encompassing estate planning, insurance needs, and goal setting.
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Location and Accessibility
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The Logan, Utah office provides a convenient location for clients in the surrounding area. The firm prioritizes accessibility for all clients, offering:
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- Wheelchair-Accessible Car Park: Ensuring ease of access for those with mobility challenges.
- Wheelchair-Accessible Entrance: Promoting inclusivity and welcoming all visitors.
- Appointment Required: Maintaining a professional and organized service delivery model.
- Appointments Recommended: Facilitating a more focused and productive client consultation.
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Client Feedback and Reputation
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LPL Financial has garnered a strong reputation for its client-centered approach and knowledgeable advisors. Based on Google My Business reviews, the company maintains an impressive average rating of 5/5, reflecting the high level of satisfaction among its clients. Numerous reviews highlight the expertise and dedication of the advisors, particularly Nate, who is frequently cited as a top performer. Clients consistently praise the advisors' ability to explain complex financial concepts in a clear and understandable manner, fostering trust and confidence.
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Several reviews emphasize the long-term relationship clients have developed with LPL Financial, with one client stating theyâve been going for âyearsâ and have no intention of seeking services elsewhere. The emphasis on personalized service and responsive support is a recurring theme. Furthermore, positive comments frequently mention the firmâs commitment to providing a comfortable and streamlined experience, with one client specifically noting the helpfulness of Zack during their tax preparation process. The firmâs dedication to creating a positive and simple experience resonates strongly with its clientele.
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Key Personnel
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While the firm employs a team of dedicated professionals, Nate and Pat are frequently mentioned as particularly valuable and knowledgeable advisors. Clients consistently describe them as approachable, helpful, and possessing a deep understanding of their financial needs. Their commitment to client education and proactive communication reinforces the firmâs dedication to building lasting relationships.
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Additional Points of Interest
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LPL Financial's commitment to accessibility extends beyond physical facilities. The firm operates with a strong emphasis on responsiveness and client support, ensuring that clients have easy access to the information and assistance they need. Their team is dedicated to providing ongoing support and guidance, helping clients navigate the complexities of the financial landscape.
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In summary, LPL Financial offers a compelling combination of investment management and tax preparation services, delivered with a focus on personalized attention and client satisfaction. Its convenient Logan, Utah location, combined with its accessibility features and consistently positive client feedback, makes it a valuable resource for individuals and families seeking comprehensive financial guidance.
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"summary": "LPL Financial provides integrated investment management and tax preparation services with a strong client-centric approach, consistently receiving high ratings and praised for knowledgeable advisors like Nate.",
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👍 Reviews of LPL Financial
