Randall & Pobar, LLC was established through a collaboration of parallel ideas. With our shared values and passion for client care and our combined five decades in the industry, we knew we would make a good team. Developing multi-generational relationships with our clients has always been a focus for both of us, as has helping our clients through life changes.
We worked together years ago and always stayed in touch. When we realized the timing and circumstances were right to work together again, we knew we could fulfill our vision of developing a firm which allows us to consistently focus on clients first. We know our shared and individual experiences through the years and our complementary skill sets and thinking styles benefit our clients today and tomorrow.
Our next major step was selecting the correct strategic partner as our broker dealer. Extensive due diligence revealed the best choice to be LPL Financial. We were impressed with the comprehensive package the firm offers financial professionals seeking greater autonomy and a sense of ownership. For advisors with a passion for investing, client service and professional excellence, independence means we are able to realize a commitment to our professions, our community and the financial success of our clients, while taking full advantage of LPL Financial’s excellent back-office support, regulatory expertise and oversight, and an extraordinary commitment to state-of-the-art technology. These are advantages we are now able to pass on to our clients in the form of better and more personalized service and access to truly objective, comprehensive research – enhancing the way we do business. From securities and portfolio analysis to asset allocation and managed accounts, our affiliation with LPL Financial affords our clients access to a world of choices.
We know you don’t spend your life thinking about your money and your investments, but instead about what you want to accomplish with your resources for yourself, your family and your community. Based on our experience and our affiliation with LPL Financial, we are uniquely qualified to help you build your financial roadmap – an important step toward a financial future which aligns with your values and goals. By placing the responsibility of managing your investments with us, you are free to focus on other aspects of your life most important to you.
We look forward to serving you as your financial partners.