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)
Mutual Funds | |||
|---|---|---|---|
Investment Company | Phone Number | Investment Company | Phone Number |
American Century Investments | 800-345-2021 | MFS | 800-225-2606 |
American Funds / Capital Group | 800-542-5427 | New York Life Investments | 800-624-6782 |
Fidelity Investments | 800-343-3548 | NY 529 Savings Program | 800-774-2108 |
Franklin Templeton | 800-632-2301 | Pacific Life (Annuities) | 800-722-4448 |
Invesco | 800-246-5463 | Principal Financial | 800-222-5852 |
Janus Henderson | 800-525-3713 | Putnam Investments | 800-225-1581 |
JP Morgan | 866-954-3718 | Victory Funds | 800-225-6292 |
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.
Annuities | |||
|---|---|---|---|
Investment Company | Phone Number | Investment Company | Phone Number |
Allianz | 800-624-0197 | Lincoln Financial | 800-654-5088 |
Brighthouse | 888-243-1974 | Met Life | 800-638-7732 |
Corebridge Financial | 800-445-7862 | Nationwide | 800-848-6331 |
Franklin Templeton
800-343-5248
American Funds/Capital Group
American Funds/Capital Group
American Funds/Capital Group
American Funds/Capital Group
American Funds/Capital Group
American Funds/Capital Group
American Funds/Capital Group
American Funds/Capital Group
American Funds/Capital Group
American Funds/Capital Group
800-542-5427
800-345-2021
American Century Investments
8006322301
Fidelity Investments
Annuities | |
|---|---|
Investment Company | Phone Number |
Allianz | 800-624-0197 |
Brighthouse | 888-243-1974 |
Corebridge Financial | 800-445-7862 |
Lincoln Financial | 800-654-5088 |
Met Life | 800-638-7732 |
Nationwide | 800-848-6331 |
Mutual Funds | |
|---|---|
Investment Company | Phone Number |
American Century Investments | 800-345-2021 |
American Funds / Capital Group | 800-542-5427 |
Fidelity Investments | 800-343-3548 |
Franklin Templeton | 800-632-2301 |
Invesco | 800-246-5463 |
Janus Henderson | 800-525-3713 |
JP Morgan | 866-954-3718 |
MFS | 800-225-2606 |
New York Life Investments | 800-624-6782 |
NY 529 Savings Program | 800-774-2108 |
Pacific Life (Annuities) | 800-722-4448 |
Principal Financial | 800-222-5852 |
Putnam Investments | 800-225-1581 |
Victory Funds | 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.
Timely Topics
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.
Insurance 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.
Timely Topics
Important Information
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
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.
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