Leslie Persin Registered Representative
LPL Financial Planner
Leslie's passion is to help her clients pursue their financial goals. She brings a refreshing approach to financial advising that values experience, persistence, and honesty.
Leslie strives to help her clients take control of their financial future. Her experience has allowed her to see the immense value that comes through educating her clients. With Leslie's help, her clients are able to gain peace of mind by understanding their financial strategy and for a financially secure retirement. Her goal is to consistently provide sound advice in a pressure-free environment.
Leslie has worked in the financial industry for over 20 years. She spent 5 ½ years in the 403(b) market and has also spent time working in operations management and compliance. Her experience in each of these arenas has given her a comprehensive view of the industry and helped her gain understanding about the importance of saving for retirement in the ever-changing economic climate.
In 2011, Leslie decided that branching out on her own was the best way to provide her clients with the one-on-one attention they deserve. By establishing LP Financial Group, Leslie and her staff are able to offer a wide-range of financial services and insurance products. Offerings include investment accounts, retirement plans, IRA/ROTH IRAs, and college savings accounts as well as a host of insurance services such as life, health including Medicare, and long-term care. We also work with small businesses to make sure their employees have the best employee benefits that can fit their budget.
LP Financial Group also offers estate planning services, Medicaid planning, tax prep services and notary services. The vast array of services offered makes LP Financial Group a one-stop financial “boutique.”
Leslie has her Series 7, 9, 10, and 63 registrations as well as her Michigan, Pennsylvania, and Nevada insurance licenses.
Tax preparation services offered through LP Financial Group. Trustmont does not provide tax or leagal advice.