I’m excited to announce that the financial advisors at Rosemont Financial Group have partnered with LPL Financial to provide our clients with an easy-to-use online portal, and our team with an integrated, streamlined platform for operations.
As independent advisors, we have the ability to choose the best providers for our business needs, and LPL Financial offered both the technology solutions and back-office efficiencies that Rosemont has been seeking for some time; particularly during the COVID-19 pandemic, when the need for safe, secure digital capabilities became even more apparent.
LPL Financial is an independent broker-dealer, offering financial professionals, like Rosemont, an integrated platform of proprietary technology, brokerage, and investment advisor services to help us better serve our clients. Rosemont Financial Group is not owned or operated by LPL Financial. We remain independently-owned and operated, and look forward to continuing the great culture, beliefs, and spirit of financial planning that make us who we are.
To learn more about the new partnership between Rosemont Financial Group and LPL Financial, you can read the full announcement on WealthManagement.com.