LPL Financial - Financial Advisor: Kevin Riley, CPFA - Redding, California

Kevin Riley, CPFA at LPL Financial: A Comprehensive Overview

For individuals and families seeking expert financial advice and strategic investment management, LPL Financial’s advisor, Kevin Riley, CPFA, presents a compelling option. Located in Redding, California, Mr. Riley provides a personalized approach to wealth management, catering to a diverse clientele with varying financial goals and circumstances. His firm, LPL Financial, is a large, independent broker-dealer, offering a broad range of investment services and products, providing clients with access to a significant network and resources. Kevin Riley’s commitment to client success is evident in his detailed approach and dedication to building long-term relationships.

Location and Contact Information

Mr. Riley’s office is situated at 280 Hemsted Dr Suite 103, Redding, CA 96002, United States. Clients can easily reach him by phone at 5304792229. His website, reddinginvests.com, serves as a valuable resource for prospective clients, offering detailed information about his services, investment philosophy, and client testimonials. The firm is committed to accessibility, offering a wheelchair-accessible car park and wheelchair-accessible entrance, alongside a wheelchair-accessible toilet, ensuring a comfortable experience for all visitors.

Specialties and Services

Kevin Riley specializes in a wide array of financial services, reflecting his extensive experience and understanding of the financial landscape. His key areas of expertise include:

• Financial Advisor: Providing comprehensive financial planning guidance, encompassing budgeting, debt management, and goal setting.
• Finance Broker: Facilitating the acquisition and sale of various financial products, such as insurance and annuities.
• Financial Consultant: Offering expert advice on complex financial matters, including retirement planning and estate planning.
• Financial Planner: Developing tailored financial plans to help clients achieve their short-term and long-term objectives.
• Investment Company: Managing investment portfolios on behalf of clients, utilizing a disciplined and research-driven approach.
• Investment Service: Providing access to a wide range of investment products, including stocks, bonds, mutual funds, and ETFs.
• Retirement Community: Assisting clients in planning for a secure and comfortable retirement.
• Stock Broker: Executing trades on behalf of clients in the stock market.

LPL Financial, as a firm, supports these specialties, allowing Mr. Riley to offer a robust and diversified suite of solutions.

Client Feedback and Reputation

The company boasts a strong reputation, evidenced by its impressive 17 reviews on Google My Business. The average opinion is a remarkable 5/5, demonstrating a high level of client satisfaction. These reviews consistently highlight Mr. Riley’s professionalism, knowledge, and dedication to his clients’ financial well-being. Clients appreciate his ability to explain complex financial concepts in a clear and understandable manner, as well as his proactive approach to managing their investments. Many clients specifically mention his personalized service and the trust they have developed with him over time. Here’s a summary of frequently mentioned positive aspects from the reviews:

• Personalized Service: Clients consistently praise Mr. Riley’s commitment to understanding their individual needs and goals.
• Expert Advice: His knowledge and experience are frequently cited as key factors in his clients’ confidence.
• Communication: Clear and timely communication is a recurring theme in the positive feedback.
• Investment Performance: While not always explicitly stated, several reviews suggest positive investment outcomes.

Despite the overwhelmingly positive feedback, it's always prudent to conduct thorough due diligence and speak directly with Mr. Riley to assess whether his services align with your specific requirements.

Key Characteristics and Approach

Kevin Riley’s approach to financial planning is characterized by a client-centric philosophy. He prioritizes building strong relationships based on trust and open communication. He takes the time to thoroughly understand each client’s financial situation, risk tolerance, and goals before developing a tailored investment strategy. His services extend beyond simply managing investments; he provides comprehensive financial guidance to help clients make informed decisions about all aspects of their finances. He strongly believes in proactive portfolio management, regularly reviewing and adjusting investment strategies to adapt to changing market conditions and client circumstances. Furthermore, Mr. Riley is a Certified Professional Financial Advisor (CPFA), demonstrating his commitment to maintaining high standards of professional competence and ethical conduct. This certification signifies a dedication to ongoing education and adherence to industry best practices. He operates within a framework of fiduciary duty, meaning he is legally obligated to act in his clients’ best interests at all times.

Conclusion

Overall, LPL Financial’s advisor, Kevin Riley, CPFA, represents a solid choice for individuals and families seeking a knowledgeable and trustworthy financial advisor. His location, accessibility, and positive client feedback, coupled with his comprehensive range of services and commitment to client success, make him a valuable resource for navigating the complexities of the financial world. To learn more about his services and discuss your specific financial needs, we encourage you to contact him directly at 5304792229 or visit his website at reddinginvests.com.