Our Guiding Vision
LaSalle St. Securities, LLC operates with a clear vision: to empower individuals to achieve their financial goals through personalized guidance and exceptional service. Since 1974, we have been a trusted partner for investors, offering a comprehensive range of services and tools to navigate the complexities of the financial landscape.
Who We Are
Headquartered in Elmhurst, Illinois, LaSalle St. Securities boasts over 40 years of industry expertise and proudly serves over 300 financial advisors across the nation. Our team of experienced professionals collectively manages over $9 billion in assets, reflecting the trust and confidence placed in us by our clients.
Our Guiding Principles
Client-centeredness forms the bedrock of our philosophy. We prioritize understanding individual needs, building meaningful relationships, and tailoring financial solutions to each client's unique goals and circumstances. We operate with unparalleled transparency and integrity, adhering to the highest ethical standards in the industry.
Our Comprehensive Services
LaSalle St. Securities offers a diversified array of services to cater to a wide variety of financial needs. Our offerings include:
- Investment Services: Guiding clients through navigating the complexities of stocks, bonds, mutual funds, annuities, and other investment vehicles.
- Retirement Planning: Comprehensive strategies for maximizing retirement savings through traditional and Roth IRAs, 401(k) plans, and other retirement accounts.
- Tax Planning: Exploring tax-advantaged options to optimize your financial situation and minimize taxes.
- Estate Planning: Collaborating with you to establish and manage estate plans that align with your financial goals.
- Alternative Investments: Exploring opportunities beyond traditional investments to diversify portfolios and achieve specific financial objectives.
Areas of Expertise
We understand that every client's financial journey is different. Our expertise encompasses a diverse range of areas to address your specific needs:
- Investment Vehicles
- Stocks and Bonds
- Mutual Funds and CDs
- Money Markets and Alternative Investments
- Exchange Traded Funds (ETFs)
- Unit Investment Trusts (UITs)
- Tax-advantaged Strategies
- Retirement Planning
- Employer-sponsored Plans
- Simplifying Financial Planning
Be the first to review Dymond Point Financial.
Write a Review