To help individuals, businesses and families with specific financial objectives in mind – planning for retirement, creating a college savings strategy, perhaps opening your own business. We have the comprehensive suite of investment products and services you need to turn your goals into reality. We are motivated to pair our clients with an advisor to build a diversified portfolio from a broad universe of quality investments, including stocks, bonds, mutual funds and ETFs, while our insurance and annuity products can help to protect your financial future. If you have specific wealth strategies, trust management or business ownership needs, our convenience financial services offer the professional administration options you’re looking for.
Before we can develop an investment strategy for you, we get to know you. Why are you investing? What do you want to do? This is your financial future. It shouldn’t be left to chance or some off-the-shelf plan.
The approach we work through together should be as individual as you are. When you partner with a Lombardo Enterprises advisor, we follow an established process that starts with asking, “What’s important to you?” And then we listen. Really listen.
After we understand what’s important to you and why, together we build a strategy tailored just for you based on your financial needs