Products & Services

At LPL Financial, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Calculators

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Exit planning

Stock Information

  • Disablility Income
  • Life Insurance
  • Long Term Care

Tax Planning

  • Relocation Tax Issues
  • Individual Tax  Planning

If you would like to know more about our Products & Services, please contact us at:

LPL Financial
1267 Woodley Rd,  Suite B1
Montgomery, Al 36117
Phone: 334-676-2288
Fax: 334-676-1703
Email: Lee.jackson@lpl.com