Better investing through better research.
Income Portfolio Strategies, LLC
Securities offered through LaSalle St. Securities LLC, A Registered Broker/Dealer and member of FINRA/SPIC. Advisory services offered through LaSalle St. Investment Advisors LLC, a Registered Investment Advisor affiliated with LaSalle St. Securities, LLC. Income Portfolio Strategies LLC is not affiliated with LaSalle St. Securities LLC or LaSalle St. Investment Advisors LLC. FINRA: www.finra.org SIPC: www.sipc.org
Our professionals Jack Dyer, Denver Dyer, Cheryl Germany-Higgins and Erin Ortiz are Financial Advisor/Registered Representatives of LaSalle St. Securities, LLC, a Registered Broker/Dealer, and offer securities through LaSalle St Securities, LLC, and are Investment Advisor Representatives of LaSalle St. Investment Advisors, LLC, a Federally Registered Investment Advisor.
Brandon Kirkpatrick, Patsy Lane, Debbie Vinson, Denise Hogan, and Michael Stevens are Investment Advisor Representatives of and advisory service are offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor affiliate with LSS.
Sound Investment Strategies
Income Portfolio Strategies, LLC, is built on a foundation of excellent client service and in-depth investment knowledge. With decades of combined investing experience, we offer our clients sound investment strategies to help meet the financial objectives of our clients. Whether accumulating assets or managing assets during retirement years, our approach to investing is unique. We think you'll like what you find.
Independence is the Difference
You will find no affiliation to a product provider when reviewing our website, business cards and letterhead. That's because we work for you alone and not some insurance company or mutual fund. We work for you, not them. Being independent gives us the freedom to select the best products and securities from the investment world, so that our client's interest is always top priority.
More than a Financial Advisor
In addition to our investment services, we believe that a solid financial plan includes more than a well-managed portfolio. We also offer our clients insurance products like Life Insurance (personal and business) and Long-Term Care coverage. We work with trusted legal and tax advisers to make sure that our clients are getting the most out their legal and tax situations. We assist our corporate clients with retirement plans and profit sharing plans.