Kress Financial Services is an independent financial services firm dedicated to helping individuals and families pursue their financial goals. They provide personalized strategies for retirement planning, investment management, wealth management, and estate planning. The firm operates as an independent practice affiliated with LPL Financial, one of the largest independent broker/dealers in the United States, which provides the technological, research, and compliance oversight for Kress Financial Services' advisors. This structure allows them to offer a wide range of non-proprietary financial products and services while maintaining a client-focused approach.

Founded in

United States