LPL Financial - Brickell - Miami, Florida

Okay, here’s a detailed description of LPL Financial – Brickell, presented in a formal and helpful manner, incorporating the provided information and aiming for approximately 400 words:

LPL Financial – Brickell: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning services in the heart of Miami, LPL Financial – Brickell represents a dependable and client-focused option. Located at 1200 Brickell Ave suite 500, Miami, FL 33131, this office offers a dedicated team committed to helping clients achieve their financial goals. You can reach them directly at Phone: 57057157. Their website, Website: investmyportfolio.com, provides valuable resources and detailed information about their services.

Specialties and Services

LPL Financial – Brickell specializes in providing financial planner services. This encompasses a broad range of offerings, including retirement planning, investment management, estate planning, insurance needs analysis, and income tax planning. They prioritize a personalized approach, tailoring strategies to each client’s unique circumstances, risk tolerance, and long-term objectives. The firm’s focus is on building strong, enduring relationships based on trust and transparency.

Accessibility and Amenities

LPL Financial – Brickell is dedicated to ensuring accessibility for all clients. The office features a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. They also provide standard facilities, including restrooms. It’s recommended to schedule an appointment to maximize your time with a financial advisor. This allows for a more focused and productive consultation.

Client Feedback and Reputation

LPL Financial – Brickell currently boasts 12 reviews on Google My Business, with an impressive average opinion of 5/5. These reviews consistently highlight the firm's commitment to professionalism, responsiveness, and a genuine dedication to client well-being. Many clients specifically mention the value of communication, particularly in Spanish, and the peace of mind derived from working with a trustworthy advisor. The emphasis on building secure financial futures appears to be a recurring theme in the feedback.

Key Information for Prospective Clients

Location: 1200 Brickell Ave suite 500, Miami, FL 33131
Contact: 570-571-57
Website: investmyportfolio.com
Services: Comprehensive Financial Planning (Retirement, Investments, Estate, Insurance)

Concluding Recommendation

Based on the overwhelmingly positive feedback and the firm’s commitment to accessibility and client-centric service, LPL Financial – Brickell appears to be an excellent choice for individuals seeking expert financial guidance. We strongly encourage potential clients to visit their website at investmyportfolio.com to schedule an appointment and explore how their dedicated team can help them achieve their financial aspirations. Taking the first step towards a secure financial future is a significant investment, and LPL Financial – Brickell possesses the experience and dedication to support you every step of the way.

👍 Reviews of LPL Financial - Brickell

Nicoli

5/5

Professionalism, Responsiveness
Mr Juan Pablo Bejarano is an excellent financial advisor. I have been working with him for just over 8 years now and have been very pleased with my returns, he talks in Spanish with me and the guidance he has provided me on how to properly save for retirement. He is honest, trustworthy and makes you feel extremely secure with your finances. All necessary attributes when investing your hard earned money. Would highly recommend his services and ideas.

Carole A.

5/5

My husband and I have trusted LPL,JP, and John over the years with our financial planning. We have been completely satisfied with their services. The most important factor is that we trust them 100% because they have earned our trust. That trust means everything when choosing a planner.

Larissa S.

5/5

I utilized LPL Financial to process a rollover. Juan Pablo Bejarano was extremely diligent and assisted me along the way. He was very proactive following up and kept me informed of the transaction process. I highly recommend doing business with JP at LPL Financial.

Madelyn M.

5/5

JP took the time to understand our goals and tailored recommendations that have significantly improved our financial outlook. I highly recommend JP for his professionalism, knowledge, and dedication to client success.

Steven B.

5/5

As a professional accountant and tax preparer I’ve had the opportunity to refer clients to JP and John and have gotten nothing but positive feedback. I will continue to do so with confidence that my clients will be in good hands.

Daniel R.

5/5

Jp and John provide me with excellent service year after year. They are very knowledgable and experienced, truly giving me a a great sense of comfort on how my finances are handled. Additional to my personal finances, they established a retirement plan for my dental practice - all my employees love the individualized service they each receive!

Jose M.

5/5

Great people, very professional and do excellent homework when I ask them for advice.
I have several years with them, and my wife and I are very happy. J. P. and John are the best. I highly recommend them without hesitation.

Mateo M. G.

5/5

Have been working with JP for over 10 years. He is transparent, service orientated, and has provided valuable advice as our family business has grown.