LPL Financial, Ken Houldsworth CFP, Amy Taylor - Arcata, California

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Introduction to LPL Financial

LPL Financial is a highly regarded investment and financial services firm, recognized for its client-focused approach and expertise in managing personal finances. With a strong reputation in the financial advisory sector, LPL Financial provides tailored solutions to help individuals and families secure their financial futures, emphasizing long-term growth and stability.

About the Team: Ken Houldsworth and Amy Taylor

Ken Houldsworth, a Certified Financial Planner (CFP), and Amy Taylor, a dedicated financial consultant, are key professionals at LPL Financial in Arcata. Ken brings extensive experience in financial planning and investment strategies, while Amy excels in providing personalized advice on wealth management and retirement planning. Collectively, they form a collaborative team that combines deep industry knowledge with a client-first mindset, ensuring that each interaction is both informative and supportive.

Areas of Expertise

Their services encompass a wide range of financial needs, as detailed in their specialties:

• Financial Planning: Comprehensive strategies for retirement, education, and estate planning, designed to align with individual goals.
• Investment Advisory: Expert guidance on portfolio diversification and risk management, leveraging market insights for optimal returns.
• Investment Services: Access to a variety of investment options, including stocks, bonds, and mutual funds, tailored to client risk tolerance.
• Stock Brokerage: Professional trading services for those seeking active involvement in the stock market.

These offerings are not just services but tools for empowerment, helping clients navigate complex financial landscapes with confidence.

Location and Accessibility

For clients seeking face-to-face consultations, LPL Financial is conveniently located at 1400 10th St, Arcata, CA 95521, United States. This address places them easily accessible for those in the local community or traveling to the area. The facility is thoughtfully designed with accessibility in mind, featuring a wheelchair-accessible car park, entrance, and toilet, ensuring a welcoming environment for everyone.

Contact Information

To reach out, clients can call the office at 707-822-7241 or visit their website at lplarcata.com. These channels provide multiple avenues for inquiries, appointments, and further information, making it simple to engage with the team.

Opinions and Client Experiences

Feedback from clients highlights the exceptional quality of service provided by Ken and Amy. With a strong average rating of 5/5 across two Google My Business reviews, users consistently express admiration for their professionalism and attentiveness. Many clients, like the ones who shared positive testimonials, note that the team is experienced and smart, with a genuine ability to listen and care about client outcomes. This has led to successful implementations of retirement plans, as one reviewer mentioned how the advice helped their husband and I achieve a secure retirement.

Recommendations for Clients

If you're exploring financial services, LPL Financial's team offers valuable guidance. It is highly recommended to schedule an appointment, as this allows for personalized discussions on your financial situation. Their expertise in investment services and financial planning makes them ideal for anyone seeking long-term wealth management. Additionally, the wheelchair accessibility features ensure that all clients can visit without barriers, fostering inclusivity. Whether you're new to financial advisory or looking to refine existing strategies, Ken and Amy's approach—combining experience with a caring attitude—sets a high standard for the industry.

Conclusion and Final Thoughts

In summary, LPL Financial stands out as a reliable partner in financial success, with Ken and Amy leading the charge through their comprehensive services and commitment to client care. Their location in Arcata provides easy access, and the positive reviews underscore their effectiveness in delivering results, such as helping clients plan for retirement with confidence and precision.

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"summary": "LPL Financial offers expert financial planning and investment services through Ken Houldsworth and Amy Taylor, with a high client satisfaction rating and accessible facilities.",
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👍 Reviews of LPL Financial, Ken Houldsworth CFP, Amy Taylor

Kim P.

5/5

Love these two financial planners! Experienced, professional, and smart. They are both wonderful listeners, care about their clients, and have helped my husband and me have a decent retirement.

Tamarack P.

5/5