Discovery Partners Investment Center

General Information

Company Name

Founded Year

Location (Offices)

Union City, United States +1

Founders / Decision Makers

Number of Employees

2-10

Industries

Finance, Financial Services

Funding Stage

Social Media

Discovery Partners Investment Center - Company Profile

Discovery Partners Investment Center is an independent financial services firm that focuses on addressing clients' greatest financial concerns. They offer comprehensive investment management and financial strategies, providing objective advice and recommendations. The company's primary goal is to deliver customized strategies tailored to grow with clients through life's various milestones.

Discovery Partners Investment Center prides itself on assisting young professionals, growing families, and retirees in pursuing their financial dreams.

The company offers securities and advisory services through LPL Financial, a registered investment advisor and member of SIPC (sipc.org). It's important to note that the financial professionals associated with Discovery Partners Investment Center may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from residents of any other state.

Additionally, any third-party posts on the company's profile do not reflect the views of LPL Financial and have not been reviewed by them for accuracy or completeness.

Taxonomy: investment management, financial strategies, objective advice, comprehensive, retirement planning, financial dreams, young professionals, growing families, milestones, registered investment advisor, securities, advisory services, financial professionals, LPL Financial