Independent Planner, LLC  

CONNECT

Address:

19 Limestone Drive Suite 5
Williamsville, NY 14221

Phone:

(800) 279-0298 or (716) 634-8705

Fax/Other:

(716) 634-1636

Investment Options

 

Through our affiliation with LPL Financial, we provide a wide-range of diversified financial products. Together, we offer you the objectivity of working with an independent financial consultant combined with the stability and strength to access the world's financial markets and a wealth of investment resources. Below is a detailed list of financial product offerings through LPL Financial LP.

 

 

 

Stocks

Bonds

   
NYSE-listed stocks CMOs
NASDAQ over-the counter Convertible
All other major exchanges Corporate
Foreign stocks Municipal
Margin accounts Zero coupon
Corporate finance  
Investment banking

Government Securities

144 and other restricted securities sales  
Employee stock-option plans Ginnie Maes
  Treasury bills

Cash Management

Treasury bonds
  Treasury notes
Daily sweep accounts  
Money markets

Options

Insured CDs  
Online account access All major exchanges
   

Retirement Accounts

Insurance

   
IRAs Fixed annuities
SEP/IRAs Variable annuities
Roth IRAs Term life
Education IRAs Variable life
Simple IRAs Universal life
Defined contribution Whole life
Money-purchase pension plan Disability
Profit-sharing plan Long-term care
403(b) Health
401(k) Dental
  Optical

Mutual Funds

 
 

Alternative Investments

Open-end funds  
Closed-end funds REITs
Networking Equipment leasing
Dividend reinvestment Managed futures
  Equity-linked notes

Asset Management

Oil & Gas Programs
  Tax Credit Programs
Independent manager search Real Estate LLC's
Performance monitoring and reporting Mortgage Funds
Wrap-fee accounts  
Asset allocation

And More . . .

Fee-in-lieu accounts  
Outside managed accounts Education and 529 plans  

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck