Services Offered
Retirement Planning
Customized strategies to help you save and invest for a secure retirement, including rollover assistance and employee retirement plans.
Investment Management
Professional management of your portfolio with a focus on maximizing returns and aligning with your financial goals.
Financial Advisory
Personalized guidance on budgeting, savings, and wealth management to improve your overall financial outlook.
Business Retirement Plans
Establishment and management of retirement plans for dental practices and other businesses, offering individualized employee service.
Bilingual Consultation
Services available in both English and Spanish to ensure clear communication and comfort for all clients.
Reviews
5(5 reviews)
Rating Distribution
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M
Madelyn Massie
via Google
over 2 years ago
JP took the time to understand our goals and tailored recommendations that have significantly improved our financial outlook. I highly recommend JP for his professionalism, knowledge, and dedication to client success.
N
Nicolivia Google
over 2 years ago
Professionalism, Responsiveness Mr Juan Pablo Bejarano is an excellent financial advisor. I have been working with him for just over 8 years now and have been very pleased with my returns, he talks in Spanish with me and the guidance he has provided me on how to properly save for retirement. He is honest, trustworthy and makes you feel extremely secure with your finances. All necessary attributes when investing your hard earned money. Would highly recommend his services and ideas.
C
Carole Alvarezvia Google
over 2 years ago
My husband and I have trusted LPL,JP, and John over the years with our financial planning. We have been completely satisfied with their services. The most important factor is that we trust them 100% because they have earned our trust. That trust means everything when choosing a planner.
L
Larissa Sedavia Google
over 2 years ago
I utilized LPL Financial to process a rollover. Juan Pablo Bejarano was extremely diligent and assisted me along the way. He was very proactive following up and kept me informed of the transaction process. I highly recommend doing business with JP at LPL Financial.
D
Daniel Ruffolovia Google
over 9 years ago
Jp and John provide me with excellent service year after year. They are very knowledgable and experienced, truly giving me a a great sense of comfort on how my finances are handled. Additional to my personal finances, they established a retirement plan for my dental practice - all my employees love the individualized service they each receive!
