About Midtown Financial Group

At Midtown Financial, our goal as your financial consultant is to help you better understand and define your financial objectives.

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®. 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.

Supporting Goals and Dreams

Supporting Goals and Dreams

Midtown Financial Group's goal is simple: We exist to help our clients as they build a secure future for themselves, their families or their businesses. We do this by providing guidance throughout a client's various stages of life or stages of business growth. Whether a client is accumulating wealth, planning for retirement, seeking to replace a paycheck or protecting existing assets, we have the experience and resources to help develop disciplined strategies for their unique circumstances.

Our Process

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.

Independent, Objective Investment Advice

Independent, Objective Investment Advice

By capturing an accurate picture of a client's financial well-being and developing a clear understanding of goals and objectives, we can work together to create a financial plan that addresses unique situations by encompassing some or all or the following services:

  • Comprehensive Financial Planning
  • Risk Management
  • Asset Preservation
  • Capital Preservation
  • 401(k) Rollover Services
  • Retirement Income Strategies
  • Elder Care
  • Long-Term Care Planning
  • Estate Planning
  • Business Succession Planning

Wealth Vision

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

Independence Powered by LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.

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