Western Mountain Financial Services
At Western Mountain Financial Services our goal is to help clients pursue their financial objectives through a personalized approach to investment management, the financial planning process, wealth accumulation, and risk management.
Whether an individual, small business owner, or board member, our team strives to bring a disciplined process to your portfolio and financial plan. Our knowledge of the local economy and non-proprietary independence help us implement thoughtful strategies that leverage the vast resources of our Broker/Dealer, LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Franklin County Chamber of Commerce, Western Mountain Financial Services and LPL Financial are separate entities
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AK, AR, AZ, CA, CO, CT, DE, FL, IA, LA, MA, ME, MI, MN, NH, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VI, VT, WA, WI