Welcome to LPL Financial

The Office of Ronald S. Bergenske

 

You've worked hard to achieve financial success. As a comprehensive financial service firm we respect the effort you've put in, and like you, we know that proper stewardship can be the key not only to protecting your assets but to enhancing them.

We have developed this site for both clients and visitors to use as a complete financial planning and investment resource. We encourage you to roam our “office” and learn more about us and the array of resources available to you from one comprehensive site. We've added to this website a number of links and articles we hope you'll find useful and informative. However no technology can replace personal contact. So whether you're an existing client or a prospective one, we invite you to call us at 707-725-1565 or e-mail us for information, for guidance, or to set up a good old fashioned face to face meeting.

We look forward to hearing from you soon.

Ron and Staff

 

LPL Research Outlook 2024: A Turning Point delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2024.

View the complete publication..

View the digital version.