Lake Road Partners

Carl Marks & Co. Inc., established in 1925 by entrepreneur Carl Marks, is a distinguished merchant banking firm based in Bedminster, NJ. With a rich history, the firm specializes in principal investing and advisory services, offering expertise in credit investments, private equity, real estate, and corporate restructuring. As a family-owned and operated business, Carl Marks has built its reputation on integrity, clear thinking, and creative advice, consistently creating value for its clients. The firm is also committed to fostering opportunities for emerging managers through investing partnerships on its platform. Generated from the website

LPL Financial, situated in Bedminster, NJ, stands as a beacon in the financial realm, serving as an independent broker-dealer renowned for its diverse selection of investment products and wealth management solutions. Catering to financial advisors, institutions, and RIAs, they equip professionals with cutting-edge resources and technology to offer tailored financial advice. By focusing on compliance oversight, practice management, and innovative tech services, LPL Financial empowers advisors to engage clients effectively and navigate the intricate financial landscape with confidence. At the heart of LPL Financial's mission is the commitment to enhancing advisors' operational efficiency, precision, and autonomy. Through a strategic blend of support services and advanced technology platforms, they enable financial advisors to operate independently while delivering top-tier financial guidance. With a dedication to empowering advisors with the tools they need, LPL Financial plays a pivotal role in shaping the success and effectiveness of financial professionals in today's dynamic market. Generated using this brand's available information

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Bedminster, NJ area, Emily Brown will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.