Erik F. Gotaas, ChFC, CLU, Registered Principal at LPL Financial, has been awarded for the 11th year in a row the prestigious title of Five-Star Wealth Manager. He has dedicated more than 35 years in the financial advisory industry and is highly respected for his success in assisting individuals with their wealth management needs.
LOC Financial Services maintains a constant commitment to putting service first. As a full-service brokerage office located at a financial institution, his office offers clients an assortment of quality, non-proprietary investments, including:
- Retirement planning - to design an investment strategy to help you work toward meeting all of your retirement goals
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
- Individual stocks - to provide you with added long-term growth potential
- Strategic Asset Management (SAM) - providing you with fee-based asset management through LPL Financial, a Registered Investment Adviser. Access to over 3,500 mutual funds, as well as individual stocks and bonds.
- Mutual Funds & Tax-Deferred Annuities
- Insurance Planning-to secure your family’s future needs
For further information about these topics, or other areas of investing, please don’t hesitate to call or email LOC Financial Services to help you make sense of today’s investment climate. Email Erik Gotaas at email@example.com or Garret Gotaas at firstname.lastname@example.org to schedule an appointment.