Financial Consultants
Thanks to our partnership with LPL Financial, Logix Financial Services and our friendly Financial Consultants offer a wide range of investment opportunities. From helping with Financial and Estate Planning to providing guidance on tax strategies and retirement planning, we've got you covered. Whether you're dreaming of a comfortable retirement or working towards building your wealth, our Financial Consultants bring a holistic approach to wealth management.
Schedule an in-branch or virtual meeting to speak with one of our Financial Consultants.
Financial Consultants in California
Financial Consultants in New Hampshire
Virtual Financial Consultants
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Invest with confidence. Feel free to check the background and experience of our investment professionals.
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 (PST).