America Group Origin Story
Since 1982, America Group Retirement Strategy Centers has been a predominant financial services group at LPL Financial (based on revenue). With over 100 financial professionals in various specialties, we focus on planning, service and education. Our reputation for integrity is based on the philosophy that all financial services should be looked at in the context of the client’s best interest.
As part of LPL Financial, we are able to choose from a broad array of financial resources, bringing together new ideas, professional expertise and knowledge to work for the benefit of the client. We believe that our independent objectivity can mean a world of difference when planning for our client’s future.
The cornerstone of America Group’s business is providing the highest level of objective financial services and advice so our representatives can concentrate their time and energies on understanding your individual financial goals, not on product quotas and sales goals. America Group seeks to help meet your needs with suitable investment options from a wide range of the nation’s top providers of: Mutual Funds, ETFs, variable and fixed annuities, Individual stocks, bonds and alternative investments. Our professionals are also adept in areas of financial planning* covering: Estate, college, business, tax, high net worth and retirement planning, as well as providing advice on insurance and trust services.**
*Asset Management & Financial Planning available through LPL Financial
**LPL Financial Representatives offer access to trust services through The Private Trust Company, N.A., an affiliate of LPL Financial.
Supported by LPL’s advanced technology, research department, comprehensive training programs and other tools, America Group representatives have set a high standard for personalized and impartial solutions to the challenges of wealth accumulation and management.