Ken Lefebvre

Partner at Crosspoint Financial Advisors, LLC

Role: Partner at Crosspoint Financial Advisors, Llc
Location: Chelmsford, MA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Partner
Crosspoint Financial Advisors, Llc
Apr 2010 — Present
As an independent LPL Financial Advisor and benefit consultant, Ken has provided sound advice to clients throughout New England. He takes the time to understand the unique goals of each client to develop a strategy that works for them. As a result care is given to explain the various aspects of his recommendations in order to create understanding and confidence.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Skills

Consulting
Insurance
Employee Benefits
Leadership
Investments
Management
Strategy
Customer Service
Financial Services
Strategic Planning

Contact information

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Work email
•••••@cpfinancialadvisors.com
Personal email
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Current company

Crosspoint Financial Advisors, Llc

Financial Services · 4 employees · Founded 2009 · Chelmsford, Massachusetts, United States

Crosspoint Financial Advisors, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Our staff consists of experienced professionals with a \"hands on\" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.*Securities & Advisory Services offered through LPL Financial Member FINRA/SIPC

cpfinancialadvisors.com

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