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Roe-Poundstone Wealth Mgt. & Insurance, LPL FinancialFinancial advisor in Morris, IL

Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial is a financial advisor at 1802 N Division St #302, Morris, IL 60450, rated 5.0 from 2 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Morris, IL0 paid placements in any rankingHow we rank

Call (815) 942-3527Website ↗

Key facts

Key facts about Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial
Address1802 N Division St #302, Morris, IL 60450Get directions
Phone(815) 942-3527
Websiteroepoundstonewealthandinsurancemgt.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 8 AM – 4 PM
Google rating5.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsadditional Google category

Service area

Serves Morris and 11 towns within 25 miles: Minooka, Channahon, Shorewood, Yorkville, Joliet, Plano, Plainfield, Crest Hill, Oswego, Ottawa and Lockport.

Based in Morris, ILView on map

Opening hours

Opening hours for Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial

What are Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial’s hours?

Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial serve?

Serves Morris and 11 towns within 25 miles: Minooka, Channahon, Shorewood, Yorkville, Joliet, Plano, Plainfield, Crest Hill, Oswego, Ottawa and Lockport. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial?

Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial has a rating of 5.0 from 2 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial?

Call Roe-Poundstone Wealth Mgt. & Insurance, LPL Financial on (815) 942-3527. The business is at 1802 N Division St #302, Morris, IL 60450. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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