Are you looking for comprehensive wealth management and financial planning services? Navigating the financial landscape can be complex, but with the right guidance, you can achieve your financial goals. John Savoie, a seasoned Wealth Advisor with CFP® and ChFC® designations, offers expert financial advice to help you build a secure financial future.
Reach out to John Savoie today at (952) 229-0547 to discuss your financial needs and explore how personalized wealth management strategies can benefit you.
It’s important to conduct thorough research when choosing a financial professional. You can easily check the background of investment professionals like John Savoie by visiting FINRA’s BrokerCheck. This tool provides valuable information to help you make informed decisions about your financial partnerships.
Get Connected with John Savoie and take the first step towards achieving your financial aspirations. John Savoie operates through LPL Financial LLC (“LPL”), a registered investment advisor. It’s important to note that referrals to financial professionals like John Savoie may involve agreements where the referring Financial Institution receives compensation from LPL, potentially creating a conflict of interest. For complete details on this relationship, please visit LPL’s Relationship Disclosure.
Understanding the Scope of Services
John Savoie offers securities and advisory services through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are also available through LPL or its licensed affiliates. It is crucial to understand that Old National Bancorp, Old National Bank, and Old National Investments are separate entities from LPL and its affiliates. While John Savoie may offer services under Old National Investments, these are provided through LPL, which is not affiliated with Old National Bank.
Key Considerations for Investors
When considering investment and insurance products offered through LPL or its affiliates, remember these important points:
- Not FDIC Insured: These investments are not protected by FDIC insurance or any other government agency.
- No Bank Guarantee: They are not guaranteed by any bank.
- Not Bank Deposits: These are not bank deposits or obligations.
- Potential Loss of Value: Investments carry the risk of losing value.
John Savoie is authorized to conduct business only in states where he is properly registered and licensed. Offers and transactions are limited to residents of those specific states.
For further information, you can review the LPL Financial Form CRS, which provides a summary of LPL Financial’s relationship with its clients.
