Client Resources
Providing Financial and Insurance Resources You Need to Help Make the Best Decisions for Yourself and Your Family
Handy Links
Here are some handy links to get you to the information you really came here for!
Access your LPL Account View 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.
We have provided the following contact information, but please refer to your account statement for current phone numbers. Companies listed below are not affiliated with Lift Bridge Financial or LPL Financial.
Annuity Companies
Allianz
Brighthouse
Corebridge Financial
Lincoln Financial
Met Life
Nationwide
Pacific Life
800-624-0197
888-243-1974
800-445-7862
800-654-5088
800-638-7732
800-848-6331
800-722-4448
Mutual Fund Companies
American Century Investments
American Funds / Capital Group
Fidelity Investments
Franklin Templeton
Invesco
Janus Henderson
JP Morgan
800-345-2021
800-542-5427
800-343-3548
800-632-2301
800-246-5463
800-525-3713
800-225-2606
MFS
New York Life Investments
NY 529 Savings Program
Principal Financial
Putnam Investments
Victory Funds
800-225-2606
800-624-6782
800-774-2108
800-222-5852
800-225-1581
800-225-6292
Mutual Fund Companies
American Century Investments
American Funds / Capital Group
Fidelity Investments
Franklin Templeton
Invesco
Janus Henderson
JP Morgan
MFS
New York Life Investments
NY 529 Savings Program
Principal Financial
Putnam Investments
Victory Funds
800-345-2021
800-542-5427
800-343-3548
800-632-2301
800-246-5463
800-525-3713
866-954-3718
800-225-2606
800-624-6782
800-774-2108
800-222-5852
800-225-1581
800-225-6292
Investment Education Hub
Looking for some extra information you can read from the comfort of your home....
Click on one of the links below to download the document and read at your leisure.
Important Information
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.
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
Call/Text: (585) 540-1491
Email: [email protected]
Visit: 117 South Union St, Ste 1 Spencerport, NY 14559
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.
Copyright © 2026 Lift Bridge Financial. All Rights Reserved.