Personalized Service Offerings

Whatever your financial need, do not go at it alone. In addition to providing a comprehensive wealth management plan and investment strategy, Kirtland Financial Services also provides the personalized and trusted service you deserve including:

  • Annual Review with access to our entire team for periodic questions or needs
  • Timely research and updates on markets or economic trends
  • 24-hour Online access to your account
  • Handling of all your tax and record-keeping requirements*
  • Acting liaison to your other professional advisors (accountants, lawyers, real estate agents, etc.)
  • Organizer and facilitator of family financial meetings
  • Opportunities to attend financial and investment education events

* Tax services are not offered by Kirtland Financial Services, LPL Financial or affiliated advisors.

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