We are pleased to share some exciting news about the future of our business. Effective December 1, 2017 the financial professionals of Varra Financial Associates will be part of LPL Financial’s national network of independent financial service providers. As our new broker/dealer, they’ll provide back-office, operational support and innovative business solutions so we can remain focused on your financial needs.
This move will not interrupt the service you receive from us. You’ll continue to work directly with us as we make progress toward your financial goals. The most noticeable change you’ll experience is that your account information will now come from LPL.
By working with LPL, we are able to take advantage of their comprehensive support, regulatory experience and oversight, and state-of-the-art technology in order to better serve you. They believe in the importance of objective financial advice and offer a wide variety of investment platforms, options, and tools we can employ to help make informed investment decisions that are tailored to you.
These advantages are passed on to you in the form of better and more personalized service and access to objective, comprehensive research—enhancing the way we do business. From securities and portfolio analysis to asset allocation and managed accounts, our affiliation with LPL affords you access to numerous amounts of investment and insurance choices.
If you have any questions about this transition or would like more information about LPL’s services and capabilities, please don’t hesitate to contact us. We're happy to provide further detail about our journey ahead.
Thank you for the continued opportunity to support you in achieving your financial goals.
These articles are historical and based on information that was current at the time of initial print. They contain information that may have or has changed. Information including staff and business names may have changed and we now offer access to securities through LPL Financial. Investment markets have changed and retirement plan rules have changed, in addition to other content that may have changed. Varra Financial Associates has transferred its assets to LPL Financial.