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About Flagstar Wealth Services

Committed to helping you pursue financial independence, a successful retirement, and a lasting legacy.

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Your money and goals, aligned

At Flagstar Wealth Services, you’ll find financial advice and guidance tailored to your unique goals. We focus on what’s most important to you and craft a personalized financial plan regardless of where you are on your financial journey. 

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Our Mission

Providing competitive advice and strategies that empower our clients to make informed financial decisions for themselves and their families.

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Our Process

We'll work closely with you to help you make informed, confident plans for your financial future.

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Our Services

Let us help you find sound strategies for wealth preservation, retirement planning, tax and gift strategies, business strategies, and more.

Ready to get started? We’re here to help.

Whether you’re a first-time investor or already have a portfolio and need a trained eye to review it and make recommendations, our Financial Consultants are conveniently available at your local branch.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Flagstar Bank, N.A. and Flagstar Wealth Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Flagstar Wealth Services, and may also be employees of Flagstar Bank, N.A.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Flagstar Bank, N.A. or Flagstar Wealth Services.  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

 

Flagstar Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

 

The LPL Financial registered representatives 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.

 

LPL Financial Form CRS