Midtown Financial Group, LLC, is a community-based financial services firm that is dedicated to serving the distinct needs of a variety of clients. Our financial consultants cater to individuals, families and businesses, providing each with highly tailored services, designed to address their unique needs.

At Midtown Financial, we believe in placing clients' interests first. Each financial plan is personalized and crafted by a CERTIFIED FINANCIAL PLANNER® practitioner, CFP® Practitioner.  The personal attention provided to individuals, families and corporate clients enables us to ensure that every financial plan is prepared to address a client's specific goals. We believe in building lasting relationships with our clients, which is why we insist on delivering individualized services.

Financial planning begins with you, the client. In order for the financial planners at Midtown Financial Group to map out a plan for a client's future, they must first have a clear understanding of that client's unique goals and dreams. A sound financial plan is flexible and ever-changing to address a person or company's ever-changing needs. To ensure the plans we create are adaptable to changing client needs, we keep the lines of communication open. Through on-going conversations, we can fine-tune a plan to make sure it focuses on the goals and challenges our clients are facing in real time.

Wealth Vision is a State-of-the Art Comprehensive Client Portal.

• See all your accounts in one place
  
• Access at anytime, anywhere
  
• Daily Update
  
• Safekeep your documents
  
• Alerts and Alarms
  
• Remote Collaboration
  
• Privacy Protected

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.