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Bury Financial Group Partners with LPL Financial LLC

Sep 19, 2024•over 1 year ago

Contract Type

partnership

YoungstownFinancial Services

Description

Bury Financial Group, led by President and Managing Partner Todd Bury and Vice President/ Managing Partner Brian Laraway, has joined LPL Financial's broker-dealer, RIA, and custodial platforms. With a focus on long-term planning and a commitment to providing high-level service and advice, they are excited to partner with LPL Financial to elevate their practice and create differentiated service experiences for clients.

Company Information

Company

Bury Financial Group

Location

Youngstown, Ohio, United States

About

Bury Financial Group is a Youngstown, Ohio-based full-service wealth management firm focused on long-term planning. Founded by President and Managing Partner Todd Bury in 1992, it has steadily grown its client base and is now a team of partners and advisors dedicated to providing high-level service and advice to clients.

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Strategic

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Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months