Francis M Fennie LPL Financial - Redwood City, California
Address: 1733 Woodside Rd # 315, Redwood City, CA 94061, United States.
Phone: 6505569535.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Francis M Fennie LPL Financial
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Francis M Fennie LPL Financial: A Comprehensive Overview
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For individuals and families seeking expert financial planning guidance, Francis M Fennie LPL Financial presents a focused service offering. Located at 1733 Woodside Rd # 315, Redwood City, CA 94061, United States, this firm operates under the umbrella of LPL Financial, a large registered investment advisor. The firmâs primary function is to provide personalized financial planning services, assisting clients in achieving their short-term and long-term financial goals. This includes retirement planning, investment management, education savings, and estate planning.
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About Francis M Fennie
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Francis M Fennie serves as the principal advisor at the firm. His experience and expertise are centered around helping clients develop and implement comprehensive financial strategies. While specific details about his background and certifications are not readily available publicly, his affiliation with LPL Financial indicates a commitment to adhering to established industry standards and regulations. The firmâs success is undoubtedly rooted in Mr. Fennieâs dedication to understanding his clientsâ individual needs and tailoring solutions accordingly.
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Location and Accessibility
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The office is situated in Redwood City, California, a thriving community within the San Francisco Bay Area. The address is 1733 Woodside Rd # 315, Redwood City, CA 94061. Accessibility is a priority for Francis M Fennie LPL Financial, as evidenced by the following amenities:
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- Wheelchair-accessible car park: Ensuring convenient access for clients utilizing mobility devices.
- Wheelchair-accessible entrance: Providing a welcoming and inclusive entry point.
- Wheelchair-accessible toilet: Addressing the needs of clients with mobility challenges.
- Toilet: Standard restroom facilities are available.
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Appointments are highly recommended to ensure dedicated attention and allow for in-depth discussions of a clientâs financial situation. This proactive approach demonstrates a commitment to client service and personalized attention.
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Specialties and Services
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The core specialty of Francis M Fennie LPL Financial is, unsurprisingly, financial planning. However, this encompasses a broad range of services designed to address various aspects of a clientâs financial life. These services typically include:
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- Retirement Planning: Developing strategies for accumulating sufficient assets to support a comfortable retirement lifestyle.
- Investment Management: Creating and managing investment portfolios aligned with a clientâs risk tolerance and financial goals.
- Education Savings Planning: Assisting families in saving for their childrenâs education expenses.
- Estate Planning: Working with clients to develop plans for the efficient transfer of assets and the preservation of their legacy.
- Financial Needs Analysis: A thorough assessment of a clientâs current financial situation, goals, and risk tolerance.
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As a firm affiliated with LPL Financial, Francis M Fennie LPL Financial has access to a wide range of investment products and services, providing clients with diverse options to consider. The firm operates with a fiduciary duty, meaning they are legally obligated to act in their clientsâ best interests.
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Client Feedback and Reputation
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Currently, Francis M Fennie LPL Financial has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. This limited feedback underscores the need for potential clients to conduct their own due diligence and seek independent verification of the firmâs services and reputation. Itâs important to understand that a lack of reviews doesnât necessarily indicate a poor service; it simply reflects the current volume of client feedback.
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Contact Information
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For inquiries or to schedule an appointment, you can contact Francis M Fennie LPL Financial at:
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Phone: 6505569535
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The firmâs website is currently unavailable. However, you can find more information about LPL Financial on their official website: https://www.lpl.com
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Conclusion
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Francis M Fennie LPL Financial offers financial planning services within the vibrant Redwood City area. While the firm currently lacks publicly available reviews, its location, accessibility features, and affiliation with LPL Financial provide a foundation for potential clients to explore. Due to the absence of client testimonials, prospective clients are strongly encouraged to carefully research the firm and seek independent assessments before entrusting their financial well-being to their guidance. The firmâs dedication to accessibility and its focus on personalized service suggest a commitment to meeting the diverse needs of its clientele.
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"summary": "Francis M Fennie LPL Financial provides personalized financial planning services in Redwood City, CA, focusing on retirement, investments, and estate planning, but currently lacks online reviews.",
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