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19th Ave New York, NY 95822, USA

Forge your own path​

Join LCG Financial Partners today and receive the support you need to expand your practice and transform your business. Level up and join a network dedicated to your success.

Discover the Power of Partnership with LCG Financial Partners

Expand your business. Increase your revenue.

Growing and achieving success requires more than just individual effort. As an advisor your primary focus a will always be to provide your clients with the best advice possible. But as your client base grows, so does the required extra work: communication, paperwork, compliance, technology, marketing, accounting, and more. Having a team behind you to handle those duties is critical to your success. 

Full-Service Transition Assistance

A dedicated group that will meet with you throughout the transition process to make sure no detail is overlooked.

Back Office Support

Reinvent your business by teaming with LCG Financial Partners and allowing our experienced staff to take care of the time-consuming back-office operations.

Growth & Succession Planning

Whether you want to join the Lucia brand or want to grow your business with your own brand, we will tailor solutions to meet your needs and objectives.

Our team has your back

The resources and the services you need to grow a practice that gets results

You don't have to do it alone

You’re an advisor who values hard work, integrity, and exceeding your clients’ needs and expectations. We’re right there with you. Our team members know that each advisor is our partner – one who works with us, not for us. We’re here to give you the resources and the services you need to grow a practice that gets results.

We know that transitioning a practice is not an easy task. It’s a major decision that requires diligence, experience, and a committed team of individuals. At LCG Financial Partners, our goal is to make the decision-making process as painless and stress-free as possible.  

Talk with us. Learn about all the potential advantages of partnering with us. Let LCG Financial Partners do the heavy lifting for you, so that you can focus on doing what you do best: working one-on-one with your clients

Happy clients: before and after the transition

Full-Service Transition Assistance

When you decide to team up with LCG Financial Partners, you will not be transitioning alone. We’ve got a dedicated group that will meet with you throughout the process to make sure no detail is overlooked: email communication with your clients, repapering, onboarding with LPL, compliance and other regulatory details, business cards, stationery, and much more. We will ensure that all necessary systems are in place so that your clients remain happy and confident, both during the transition and afterward.

Full Back Office Support

Reinvent Your Business

As every advisor can attest, there’s more to the business than simply meeting with clients. You also must deal with the time-consuming and complex process working with a broker/dealer: paperwork, compliance submissions, client communications, trading, and a lot more.

Reinvent your business by teaming with LCG Financial Partners and allowing our experienced staff to take care of any – or all – of these tasks for you.

From growth to succession planning

Tailored Solutions for Your Specific Needs

Whether you want to join the Lucia brand or want to grow your business with your own brand, we will tailor our solutions to your specific needs.

LCG Financial Partners has the resources and personalized solutions that will help empower you to focus on what matters most to you and your clients.

Invested Assets
$ 0.1 bn
as of
Offices Throughout the Country
0
Clients
0

Level Up Your Practice

Take the first step to realizing the true potential of your business.
A simple conversation can change the trajectory of your future and it all starts by filling out the form on this page. Once we review your information, a member of our business development team will reach out to you to discuss your plans. We’ll want to hear your story and learn how you fit into our program. It’s easy. 
 
Fill out the form on this page, and we’ll take care of the rest. 
 

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