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LPL Financial - Brickell

Trusted financial advisors in Miami, offering personalized investment and retirement planning for your future.

5(5 reviews)
financial-advising
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About

LPL Financial - Brickell is a premier financial advisory firm located in the heart of Miami, providing expert guidance on investments, retirement planning, and wealth management. With a team led by professionals like Juan Pablo Bejarano and John, the firm builds long-term client relationships based on trust, transparency, and tailored strategies. Serving individuals, couples, and businesses, including dental practices, they focus on delivering proactive, bilingual support in Spanish and English to help clients achieve their financial goals with confidence and security.

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Location

1200 Brickell Ave suite 500, Miami, FL 33131, USA

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Services

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.

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