Two Balance Rock Financial Advisers Earn Recognition| 12:03PM / Friday, February 02, 2018 | |
PITTSFIELD, Mass. — Two independent LPL financial advisers at Balance Rock Investment Group in Pittsfield have earned national recognition.
David Milligan was named to LPL's Chairman's Club,a distinction given to the top advisors based on their business success compared to the more than 14,000 LPL advisors registered nationwide. And Jonathan Meczywor was named to LPL's Freedom Club,a distinction given to the top advisors based on their business success compared to the more than 14,000 LPL advisors registered nationwide.
Milligan has been providing financial services to clients across the nation for 30 years. He provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities, REIT's and more.
Meczywor has been providing financial services to clients across the nation for 11years. He provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities, REIT's and more.
LPL is a leader in the retail financial advice market and provides resources,tools and technology that support advisors in the delivery of personal, objective financial advice.
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