Broker Check

Services

That Align With Your Specific Needs

As a full-service planning firm, we offer a strategy for every financial goal you have. We also provide educational tools and resources so you can stay informed about relevant financial concepts, investing strategies, and more. 

Select the topic to learn more about each service we provide and then contact us to let us know when you are ready to get started. 

Financial Planning

Learn more

Retirement Planning

Learn more

Legacy Planning

Learn more

Investment Management

Learn more

Risk Management

Learn more

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.

paul.coroneos@lpl.com  |  (301) 539-2125