I am writing to share some exciting news with you. As one of our valued clients, you have first-hand knowledge of the valuable services we provide and our client-centric approach to helping you achieve your goals. In the recent J.D. Power & Associates 2009 Full Service Investor Satisfaction Study, LPL Financial advisors earned the No. 1 ranking in the key category of “Client Satisfaction with Advisors.” We are proud of this distinguished honor because we work hard to make sure that your financial goals are always our number one priority.
Our practice is backed by the resources of LPL Financial, the nation’s largest independent broker/dealer,* which provides us with access to unbiased research and a wide selection of nonproprietary investment options. Even though we receive this powerful support, we are independent. This independence allows us to serve your needs first, above any corporate mandates.
We view our relationship with you as a partnership, built through trust, integrity and communication. This can only be achieved with a strong commitment to the process on our part and yours, and we thank you for your ongoing efforts and loyalty.
Please let me know if we can do anything further to meet your needs. Our goal is to deliver service that exceeds your expectations. Thank you for your continued business and support.
Jeff Rose, CFP®
Alliance Investment Planning Group
LPL Financial Advisor
* According to Financial Planning magazine, June 1996–2009, based on total revenue
This letter was prepared by LPL Financial.
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