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.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Franklin Savings Bank and Western Mountain Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Western Mountain Financial Services, and may also be employees of Franklin Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Franklin Savings Bank or Western Mountain Financial Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly regustered or licensed. No offers may be made or accepted from any resident of any other state.