By Terry Savage on July 27, 2017 | Investments

I'll be rolling over a 401k to an investment firm, a friend suggested LPL financial. Is this a good company, or do you suggest someone else, or is that something you do for a fee. Thank you for your help, John

Terry Says

LPL is one of the larger financial planning firms in the country.  But it's not so much the firm that counts as the individual advisor you choose.  You can learn what questions to ask and do a background check on individual advisors  at http://www.campaignforinvestors.org/.  This is a very important decision, so interview a few different advisors before  making this decision about your life's savings!



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