Financial Advice. On your terms.
At Diamond Pointe, we know that no one's situation is created the same. If you need financial guidance and planning, regardless of your situation, we have you covered.
On Pointe | Financial Advisors on Demand is a brand new subscription package for guidance on your terms. You'll get access to a LPL Financial Advisor for personalized service and solutions.
Have confidence over your financial future and choose a package that works for you.
No Account Minimums.
No Surprise Fees.
What's included?
Our guidance options are designed to help you
through each stage of life you might be in.
In addition to all of the benefits below, you'll receive:
A Full Financial Review with Personal Solutions
Unlimited Access to a LPL Financial Advisor
Text, Phone, E-mail, Virtual Appointments
Monthly Check-Ins and Updates
Exclusive Access to Financial Education
*Discounts are available for Annual Subscriptions.