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INVESTMENTS & WEALTH MANAGEMENT

It is important that your portfolio aligns with your overall financial plan. You will need different investment strategies at different times in your life. We begin our planning process by assessing your unique risk tolerance, investment time horizon, income needs, and tax situation. Our focus is to help you find balance between risk and opportunity. 

We will actively manage your portfolio holdings and rebalance as needed to help you work toward your desired results. We encourage communication from our clients and will schedule regular reviews to keep you updated on your progress.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.  Type A Financial is not a registered broker-dealer or investment advisor.

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The LPL Financial Registered Representatives associated with this site may only discuss and/ or transact securities business with residents of the following states: AK, AZ, CA, CO, FL, ID, OR, TX, and WA.


Society of Financial Awareness is unaffiliated with LPL Financial.

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Award based on 10 objective criteria associates with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or places on the final list of the 2021, 2022, 2023, 2024, and 2025 Five Star Wealth Managers. 

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Type A Financial is committed to providing equal access for people with disabilities. We are located on the first floor and have ADA parking just outside our door. Should you need additional accommodations, please let us know. 

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Copyright 2023 Type A Financial. All Rights Reserved.
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