NetVest financial is a registered investment advisory firm, as well as, a branch office of LPL Financial, the nations largest independent financial services firm. “Independent” means, that we have no bias from a product or service standpoint.

We don’t receive better commissions, or overrides, or anything else from different products versus another product. Everything is levelized. And, we can do what is in the best interest of the client. We have no proprietary ownership of any mutual fund companies. No proprietary ownership of any insurance companies. We’re here to serve the client with the best products and services that are available, nationwide.

Being an independent branch office of LPL allows us to have access to everything in the universe from an investment standpoint. Including: stocks, bonds, mutual funds, life insurance, annuities, you name it. We have access to every banking product. We have access to everything in the universe to help our clients achieve what they’re trying to achieve. This allows us to be very holistic and it allows us to put into sync all of the pieces that it takes to be successful at maintaining the right investments, in the right structure, for the right time.