Peoria Heights
Monday - Friday: 8:30 AM - 5:00 PM
Saturday: By appointment only
Sunday: Closed
Our mission is to create long-term relationships with our clients, helping them achieve their financial goals and dreams.
We provide our services with the highest standard of care and dedication, always putting our clients’ best interests before our own.
We understand that no two clients are the same, and therefore, no two plans or portfolios are the same. We’ll start by getting to know you and your unique goals, along with your risk tolerance or intolerance.
Our team is driven to be the best in investing. You’ll feel confident knowing we are developing custom solutions to build and preserve your wealth.
Canton
Monday - Friday: 8:30 AM - 5:00 PM
Saturday: By appointment only
Sunday: Closed
LaSalle St. Securities / National Financial Services / Fidelity Investments
Fidelity Investments® is a service provider to LaSalle St. Securities. Fidelity Clearing & Custody Solutions® provides clearing, custody and other brokerage services to LaSalle St. Securities through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to $3.1 trillion.
Working with Fidelity Clearing & Custody Solutions® gives LaSalle St. Securities access to a wide range of products and services that can help us serve the needs of our clients.
Through our relationship with Fidelity Investments® you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account. Accounts are carried by National Financial Services LLC, a Fidelity Investments company and a Member of NYSE and SIPC.
