Well, not exactly, but we are moving up in the world !!
After a great deal of careful thought and planning, we are pleased to announce that Summit Star Financial is now part of LPL Financial’s national network of independent financial service providers.
Our new office is located at 182 Turnpike Road, Suite 200 in Westborough, Massachusetts.
Following a thorough investigation of the alternatives, we were impressed with the comprehensive package both The Patriot Financial Group, and LPL Financial offers financial professionals seeking greater autonomy and a sense of ownership. And, of course, LPL Financial’s emphasis on independence made the move all that more exciting.
For those of us with a passion for investing, client service and professional excellence, independence means we are able to realize a commitment to our profession, this community and work towards the financial success of our clients – while taking full advantage of LPL Financial’s excellent back-office support, regulatory expertise and oversight, and an extraordinary commitment to state-of-the-art technology.
These advantages are passed on to our clients in the form of better and more personalized service and access to truly unbiased, comprehensive research – enhancing the way we do business. From securities and portfolio analysis to asset allocation and managed accounts, our affiliation with LPL Financial affords our clients access to a world of investment and insurance choices.
I welcome you to stop by our new office or call me at 1. 508.346.3944. You can also reach me through my email: john.gordon@SummitStarFinancial.com
Thank you, again, for your continued support and confidence – without which we could not have made our vision a reality. We look forward to continuing to serve all of your investment and insurance-related needs.
John A. Gordon, MBA, CRPC
Principal & Independent Financial Advisor