10 East Courtney Street,
At LaSalle, we believe in being a partner with our clients. We know that life is about more than just your finances. Conversations with LaSalle begin with approachability. We are exceptional listeners, and want you to feel at ease sharing important information with us. Knowing your values and vision for the future allows us to provide the very best financial advice for your situation. Whether you need help facilitating a 401(k) rollover, setting up Roth & Traditional IRAs, generating retirement income, or building diversified portfolios, we can help.
Evaluating the myriad of products available is important and knowing our clients well helps us determine which ones are the best fit for their needs. Since 1986, the clients of LaSalle St. Securities have come to expect the highest level of knowledge, service and professionalism from our entire staff.
When you call our office, someone will answer the phone from open to close – no menu-driven message systems here. We believe it is our responsibility to meet with our clients and talk with them on a regular basis to keep them informed of their investments. We encourage clients to call us when they have a question about their investments or have an interest in a new investment idea.
There is never a fee to call us about your investments or to come in to the office and discuss your portfolio or investment concerns.
LaSalle St. Securities is a traditional, commission-based brokerage firm. What that means to you is that there is no fee charged to review and discuss your portfolio. There is no charge to meet with one of our representatives. If an investment is bought or sold a commission is generally charged. The commission varies by investment. Sometimes new clients come to us with a portfolio of investments that is suitable for them, but they want to work with us instead of their current representative. We can often facilitate that change with no charges to the client.
The financial markets are complex and investment products can be complex. We believe it is better to keep things simple. For most investors we can keep things simple by utilizing mutual funds with a long-term track record and insured products for those investors looking for guarantees.
Past performance does not guarantee future performance. Investing involves risk, including the potential for principal loss. Investors should consider the investment objectives, risks, and expenses of any investment carefully before deciding whether to invest. Variable annuities are long-term investments that carry surrender charges for withdrawals during the early years of a contract. Withdrawals of earnings are subject to taxation and withdrawals prior to age 59 1/2 may be subject to a 10% penalty. The prospectus, which contains this and other information, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.