LPF Financial Advisors - Sarasota, Florida

Okay, here’s a comprehensive overview of LPF Financial Advisors, presented in a formal and approachable style, designed to be helpful to potential clients:

Introduction to LPF Financial Advisors

LPF Financial Advisors is a distinguished firm dedicated to providing comprehensive and personalized financial guidance. Located in Sarasota, Florida, they operate with a commitment to building long-term relationships based on trust and expertise. They are a well-established financial planner and financial consultant serving clients with diverse financial needs. Their core mission is to empower individuals and families to achieve their financial goals through strategic planning and proactive management.

Location and Contact Information

LPF Financial Advisors is situated at 2601 Cattlemen Rd #302, Sarasota, FL 34232, United States. For immediate contact, clients can reach them directly at 941-907-0101. Furthermore, their website, lpfadvisors.com, provides a wealth of information, including details about their services, team members, and investment philosophy.

Services and Specializations

LPF Financial Advisors specializes in a broad range of financial services, tailored to meet the unique circumstances of each client. These services typically include:

Retirement Planning: Developing strategies to ensure a secure and comfortable retirement.
Investment Management: Constructing and managing diversified investment portfolios aligned with risk tolerance and financial objectives.
Financial Planning: Creating holistic financial plans that encompass budgeting, debt management, estate planning considerations, and insurance needs.
Education Planning: Assisting families in saving for and funding their children’s education.

They prioritize a client-centric approach, recognizing that every individual’s situation is different. The firm’s dedication to understanding a client’s goals is evident in their commitment to ongoing communication and consultation.

Accessibility and Client Experience

LPF Financial Advisors has invested significantly in creating a welcoming and accessible environment for all clients. The office is equipped with amenities such as a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet. Appointment required is standard practice, with appointments recommended to allow for dedicated and thorough planning sessions. They also offer convenient online appointments, broadening their reach and accommodating busy schedules.

Positive Client Feedback & Reputation

Based on publicly available information, LPF Financial Advisors consistently receives high praise from their clients. The company boasts a strong average opinion of 5/5 across its 20 reviews on Google My Business. Feedback consistently highlights the team’s responsiveness, clear communication, and genuine care for their clients' well-being. Clients appreciate the ability to have their questions answered in a straightforward, accessible manner, and the reassurance of working with a trustworthy and knowledgeable team. Many clients have expressed gratitude for the firm's guidance, particularly for those new to investing.

Conclusion & Recommendation

LPF Financial Advisors stands out as a reliable and client-focused financial services provider. Their dedication to accessibility, coupled with their expertise and positive reputation, makes them an excellent choice for individuals seeking professional financial guidance. We strongly encourage anyone considering a financial advisor to visit their website at lpfadvisors.com to learn more and schedule a consultation. Taking the first step towards securing your financial future is a valuable investment, and LPF Financial Advisors can provide the support and strategy you need to succeed.

👍 Reviews of LPF Financial Advisors

Susan C.

5/5

Mark and his team are extremely nice and helpful. When ever I have called for a question they are right on it!! Our 6 month reviews are educational and personable, which puts me at ease. I've never been in a position to invest money until last year. Mark answers all my questions and explains it in laymen's terms so I have a clear understanding. This team has been wonderful and trustworthy. I would highly recommend them.

Pam F.

5/5

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.

Jesse R.

5/5

Craig at LPF is amazing. He always keeps me informed and provides quality advice about my money decisions. Craig and LPF as a whole are very friendly, competent, and courteous. The customer service is top notch. A very trustworthy firm in my opinion. Craig has me feeling very confident with my retirement moves. Highly recommend for all your financial needs.

Brenda B.

5/5

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

Christopher V.

5/5

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.

Greg H.

5/5

We have been using LPF for 20yrs,they are very professional, ethical and honest,Kris has always given us quality advice as he takes time to explain our options he never talks over your head, they have a specialty in retirement advice, they are trustworthy and competent, friendly and courteous and we would highly recommend them to anyone. Thank you Kris and LPF. Greg and Patty .

Greg &. G.

5/5

Utmost professionalism and trustworthy. Appreciated Craig and teams understanding of our family situation as this was a great help and direction. Excellent service and follow up!

Cynthia F.

5/5

Mark is so very helpful and genuinely cares about each individual and their needs. I would highly recommend LPF to help you with all your financial investments.