What We Do

At Stites Financial LLC, we are local LPL Financial Advisors with experience in the financial and insurance industry since 1990. We are committed to a comprehensive approach of providing an array of financial services to our clients, including individual and group strategies and planning. This specialized process allows us to provide a superior level of service to our clients. The end result is a complete, customized plan that is designed to help address your long-term financial goals.

Financial Services:

• Business Planning
• College Planning
• Estate Planning Strategies
• Financial Planning *

Access to Investment Services and Products:

• Brokerage CD's
• Exchange Traded Funds (ETFs)
• Fee based managed portfolios
• Insurance
• Mutual Funds
• Online investing through Guided Wealth Portfolio (GWP)
• Stocks

Individual and Group Insurance:

• Health Insurance: HMO, PPO
• Dental Insurance
• Vision Insurance
• Health Savings Account (HSAs)
• Disability Insurance
• Life Insurance

Retirement:

• 401k
• 403b
• Pensions
• IRA
• Simple IRA
• Roth IRA

* Financial planning offered through LPL Financial, a registered investment advisor