James Hendries, LPL Financial Advisor, Huntington Beach, is A Full-Service Independent Financial Firm backed by the strength of LPL Financial. The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy financial advisor who has a clear understanding of their needs.
James Hendries, LPL Financial Advisor, Huntington Beach, keeps clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.
As a full-service independent financial firm, backed by the strength of LPL Financial, we offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact us, by phone 714.799.0774 ext. 4, or E-mail. We can help you make sense of today’s investment climate.
- Managed asset plans – tactically managed fee based model portfolios
- Estate planning – for preservation of wealth from generation to generation
- Long Term Health Care – to provide for costly health issues
- College Planning – to give your kids a good head start
- Insurance Planning – to secure your family’s future needs.
Outlook 2017 – Gauging Market Milestones