LPF Financial Advisors

LPF Financial Advisors

Chamber Rating

Verified Member
5.0 - (12 reviews)
12
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0
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Read Our 12 Reviews

Chamber Rating

Verified Member
5.0 - (12 reviews)
12
0
0
0
0
  • Pam Fore

    We have been clients of LPF for 10+ years. Kris is very knowledgeable and helpful. He takes the time to explain everything to us. We feel very comfortable having him as our financial advisor.
    Mar 8th, 2024

  • Kimberly Higgins

    Very informative.
    Dec 5th, 2023

  • MICHAEL ASHLEY

    Quality financial management and more importantly Chris takes the time to know his people.
    Sep 19th, 2023

  • Brenda Bancs

    If your looking for a financial advisor that truly cares about your financial future then look no further. Mark Picchi the person to trust your money to. He patiently explains your options and recommends the ones that best suits your personal needs. He is highly knowledgeable about all the smart ways to manage your money. We have been with him since 2009 and he has guided us through the maze of retirement and our finances. Than you Mark for always being there for us. Ed and Brenda
    Sep 17th, 2023

  • Christopher Varn

    Mark is extremely knowledgeable, professional, trustworthy and detail oriented. He and his team always provide excellent communication and advice. I highly recommend Mark and LPF Financial Advisors.
    Sep 6th, 2023

Read Our 12 Reviews

About
LPF Financial Advisors

At LPF Financial Advisors, our advisors specialize in helping people prepare for and transition into retirement. We believe that we have a responsibility to be good stewards of our client’s wealth so they can focus on the things in life most important to them, other than money. We utilize strategies with the hopes of protecting our client’s retirement lifestyles and passing wealth on to future generations according to their wishes. We serve a select group of individuals, families and businesses. Those who may benefit from our services typically:

Contact Info

Services

  • Account Consolidation
  • College Funding
  • Estate Planning & Preservation
  • Pre-Retirement Planning
  • Retirement Income Strategies

Images

Questions & Answers

Q What is the phone number for LPF Financial Advisors?

A The phone number for LPF Financial Advisors is: (941) 907-0101.


Q Where is LPF Financial Advisors located?

A LPF Financial Advisors is located at 2601 Cattlemen Road Suite 302, Suite 302, Sarasota, FL 34232


Q What is the internet address for LPF Financial Advisors?

A The website (URL) for LPF Financial Advisors is: http://www.lpfadvisors.com/


Q How big is LPF Financial Advisors?

A LPF Financial Advisors employs approximately 20+ people.


Q How is LPF Financial Advisors rated?

A LPF Financial Advisors has a 5.0 Star Rating from 12 reviewers.

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Ratings and Reviews
LPF Financial Advisors

Overall Rating

Overall Rating
( 12 Reviews )
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Pam Fore on Google

image We have been clients of LPF for 10+ years. Kris is very knowledgeable and helpful. He takes the time to explain everything to us. We feel very comfortable having him as our financial advisor.


Kimberly Higgins on Google

image Very informative.


MICHAEL ASHLEY on Google

image Quality financial management and more importantly Chris takes the time to know his people.

Business Response on Google Oct 3rd, 2023
thanks mike for your kind words!

Brenda Bancs on Google

image If your looking for a financial advisor that truly cares about your financial future then look no further. Mark Picchi the person to trust your money to. He patiently explains your options and recommends the ones that best suits your personal needs. He is highly knowledgeable about all the smart ways to manage your money. We have been with him since 2009 and he has guided us through the maze of retirement and our finances. Than you Mark for always being there for us. Ed and Brenda

Business Response on Google Sep 12th, 2023
thx so much for your kind words.

Christopher Varn on Google

image Mark is extremely knowledgeable, professional, trustworthy and detail oriented. He and his team always provide excellent communication and advice. I highly recommend Mark and LPF Financial Advisors.


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