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At LPF Financial Advisors, our advisors specialize in helping people prepare for and transition into retirement. We believe that we have a responsibility to be good stewards of our client’s wealth so they can focus on the things in life most important to them, other than money. We utilize strategies with the hopes of protecting our client’s retirement lifestyles and passing wealth on to future generations according to their wishes. We serve a select group of individuals, families and businesses. Those who may benefit fro... read more
2601 Cattlemen Road, Suite 302, Sarasota, FL, 34232, United StatesGet directions
|Mon||9:00 a.m. to 5:00 p.m.|
|Tue||9:00 a.m. to 5:00 p.m.|
|Wed||9:00 a.m. to 5:00 p.m.|
|Thu||9:00 a.m. to 5:00 p.m.|
|Fri||9:00 a.m. to 5:00 p.m.|
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
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.
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.
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 .
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!
LPF Financial Advisors has a 5 star rating with 20 reviews.
LPF Financial Advisors is closed now. It will open on Thursday at 9:00 a.m.