Financial Consultants

Thanks to our partnership with LPL Financial, Logix Financial Services and our friendly Financial Consultants offer a wide range of investment opportunities to help you achieve your financial goals. Our experienced Financial Consultants provide personalized guidance in financial planning, estate planning, tax-efficient strategies, and retirement planning. Whether you’re building wealth or planning for a comfortable retirement, we bring a holistic approach to wealth management to help you make confident, informed decisions every step of the way.

Schedule an in-branch or virtual appointment to speak with one of our Financial Consultants today.

Virtual Financial Consultants

Financial Consultants in California

Financial Services Brokerage Account

Log into Brokerage Online to access your accounts. Don't have a Logix Financial Services brokerage account yet? Get started by calling (800) 553-3707, Monday - Friday, 8 AM - 6 PM (PT).

Have an Account?

Go to Brokerage Online to access your accounts.

Call Us

Don't have a Logix Financial Services brokerage account? Give us a call!

Invest with Confidence

Learn more about our investment professionals and their expertise.