Two local LPL Financial investment consultants have opened an office at 203 E. Fifth St. in Washington.
Combined, Eric Park and George Meyer have 50 years of investment experience — Park with 32 and Meyer with 18.
The two have operated as a team for the past 18 years.
“The building is ideally suited to our needs,” said Park, offering the right amount of space, a great location and accessibility.
“The process of serving people with their investment needs is evolving,” Meyer said. “We can evolve better in our own space controlling our own processes.”
The team moved to its new location about six weeks ago. Park and Meyer pride themselves on their breadth of knowledge in the investment field.
“We try to be experts in what we do and not be broad-brushed generalists,” Park said. “This (new location) gives us the opportunity to be experts in what we do best.”
The added space can be customized for the highest client experience, Meyer said.
Park said the firm has the right software, right processes and right people.
“We look forward to being able to stay on the front edge of investment services,” Park said. “It’s a constantly evolving landscape in technology and we have a small enough focus group that we can stay on the front of that.”
Also in the office are administrative assistants Sandy Rohe, who has been with LPL Financial for 16 years, and Janet Howard, who has three years of experience.
“We have the best administrative people in the world,” Meyer said.
Park said the main goal is to have great service and great processes, which produce great results, he said.
He noted that the firm operates on fee-based investments, rather than on commission.
“It makes us objective advocates for our clients,” Park said. “We’re trying to determine what’s best for our clients and we partner with them.”
LPL Financial can be reached at 636-432-0104, or toll free at 855-432-0104.