Rachel Kleven Email & Phone Number

Currently the Operations Manager and Marketing Specialist at Lake Ridge Financial. I also hold the designation of Financial Paraplanner Qualified Professional(TM) and Licensed Insurance Agent. Lake Ridge Financial is a diversified financial services company dedicated to providing clients with competent professional advice and solutions. We are committed to building successful long-term client relationships based on mutual trust, respect, effective communication, prompt courteous service and attention to detail.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA & SIPC, please see 'Contact Info' section below.Insurance products are offered through LPL or its licensed affiliates. Lake Ridge Bank and Lake Ridge Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Lake Ridge Financial and may also be employees of Lake Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Ridge Bank or Lake Ridge Financial. Securities and insurance offered through LPL or its affiliates are:Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value• 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.

Listed skills include Retirement Planning, Strategic Financial Planning, 401K, Group Insurance, and 18 others.