Today, Your Future Can Become Brighter

It all starts with a conversation, understanding where you are and where you want to go. Our comprehensive, high-quality financial and investment services can turn your dreams into reality. Already a client, login below to access your investment accounts. 

Services Available Through LPL Financial

  • Our relationship with LPL Financial opens the door to multiple investment options and opportunities for you, your family and your business.
  • IRAs – Traditional, Roth & Beneficiary
  • Mutual Funds
  • Advisory Accounts and Professional Asset Management
  • Retirement Planning
  • Educational Planning and 529 Plans
  • Financial & Estate Planning
  • Life Insurance
  • Check the background of the investment professional associated with this site on FINRA’s BrokerCheck

Meet Your Financial Consultant

John Morris

John Morris

Registered Representative, LPL Financial
1000 Oronoque Lane, Stratford, CT 06614
 (203) 383-7404