About Us

Planning for your family’s and your own financial well-being is a difficult task. At TruWest, we want you to take comfort knowing the support you need to achieve your dreams are simply a phone call away or a visit to a TruWest branch. With professional guidance from LPL Financial Advisors you can be certain the investment choices you make are well-thought out and planned to help work toward creating just the kind of financial future you envision.

LPL Financial Advisors can help with:

  • Wealth Management
  • Estate Planning
  • Retirement Planning
  • Insurance Services
  • College Planning

From advice and strategies to products, our team can help you manage and invest wisely so you can spend more time enjoying each other and less time worrying about the future.


LPL Financial

LPL Financial is ranked one of the largest independent broker/dealers in the nation, and TruWest is proud to offer experienced LPL Financial Advisors to serve you. By doing so, you gain access to a wide array of investment, advisory and insurance products to work toward your financial goals.

LPL Financial Advisors are given the necessary tools, training and support to offer professional advice to members and clients on a variety of Financial Planning products and services including individual securities, bonds, annuities and mutual funds. With a team of seasoned LPL Financial Analysts, superior tools and technology to back our trusted LPL Financial Advisors, our professionals can focus on investment strategies for you. 



Financial Planning LPL Disclosure