Client Resources
We Provide the Financial and Insurance Resources You Need to Make the Best Decisions for Yourself and Your Family.
Access Your LPL Client Portal
If you’re with LPL Financial, you can access your LPL Accounts via the LPL Client Portal.
Have Questions Specifically for LPL Financial?
If you have account-specific questions for LPL Financial that our Lift Bridge Financial™ team is unable to address, we may refer you to LPL Financial for further assistance.
LPL Client Services Line: (800) 558-7567
LPL Financial Service Hours: Monday to Friday, 8:30 a.m. to 7:30 p.m. (ET)
Non-LPL Account Resources
If your money is invested in a non-LPL Financial account and you have questions or need account servicing,
please contact us or contact the client services department.
Refer to your account statement or refer to the list below for contact information.
| Allianz (Annuities) | (800) 624-0197 | Website |
| American Funds / Capital Group | (800) 421-4225 | Website |
| Amundi/Pioneer | (800) 225-6292 | Website |
| Brighthouse (Annuities) | (888) 243-1974 | Website |
| Fidelity | (800) 343-3548 | Website |
| Franklin Templeton | (800) 632-2301 | Website |
| Invesco | (800) 246-5463 | Website |
| Janus Henderson | (800) 525-3713 | Website |
| JP Morgan | (866) 954-3718 | Website |
| MFS | (800) 225-2606 | Website |
| Nationwide (Annuities) | (800) 848-6331 | Website |
| NY 529 Savings Program | (800) 774-2108 | Website |
| Pacific Life (Annuities) | (800) 722-4448 | Website |
Are There Other Questions or Opportunities You Wish to Discuss?
If you have questions or need resources that aren’t included here, we're here to guide you. Reach out to our Lift Bridge Financial™ team to talk more. START A CONVERSATION
An independent Financial and Insurance Services practice based in Spencerport, NY, Lift Bridge Financial services clients in Western New York, including Monroe, Wayne, Orleans, Ontario, and Livingston counties. Simon Devenish is registered in NY, TN, and FL.
Contact Us
(585) 851-1629
(585) 540-1491
Links
The LPL Financial registered representative(s) associated with this website 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.
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Medicare Disclaimer: We do not offer every plan available in your area. Currently, we represent four organizations which offer 56 plans in your area. Please contact Medicare.gov, 1–800–MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.