LP Financial Group, LLC

LP Financial Group, LLC Welcome to LP Financial Group, LLC!! Securities offered through Trustmont Financial Group, Inc. www.finra.org
www.sipc.org

https://brokercheck.finra.org/

We provide independent services in the following area:

• Investments
• Financial Planning and Wealth Management
• Retirement Planning/Retirement Income Planning
• Estate Planning and Legacy Planning Strategies
• Risk Management - Life, Disability and LTC Insurance
• Medicaid Planning/Special Needs Planning
• College Savings
• Health Insurance - Individual plan including Medicare and small busi

ness employer
• Insurance - Auto, Homeowners, Personal Umbrellla


If you wish to schedule an appointment with us, please contact us at (248) 872-6089. Member FINRA/SIPC
Registered Investment Advisory Serv off.ered through Trustmont Advisory Group, Inc.
200 Brush Run, Suite A, Greensburg, PA 15601 (724) 468-5665 or 1-800-618-3666. LP Financial Group, LLC is not affiliated with Trustmont Financial Group, Inc.

06/05/2026

Do you have a trust and/or will in place? Do you have a Power of Attorney in place? How about a Medical Power of Attorney?

If you need help with any of these necessary documents or have additional questions, call LP Financial Group at 248-872-6089.

06/02/2026

Turning 65 in the next few months and have questions about medicare? Give us a call at 248-872-6089.

05/29/2026

Most people have filed their 2025 taxes. But others may have missed filing their taxes, including prior years, or need to file an amended return. If you still need help with your taxes, give us a call at 248-872-6089.

Address

1899 Orchard Lake Road, Ste 204
Sylvan Lake, MI
48320

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 5pm

Telephone

+12488726089

Website

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