Independent advice
Recommendations are based on client needs and market conditions.
Lombard Securities
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About Lombard Securities
An independent broker-dealer serving investors and business owners. Its financial professionals provide investment advice based on client needs and market conditions, without developing or selling Lombard's own financial products. Advisory services include portfolio and investment strategy reviews, financial planning illustrations, retirement income planning, business retirement plans and individual retirement accounts. The firm also offers separately managed accounts and mutual fund advisory programs. Investment products include mutual funds, exchange-traded funds, stocks, real estate investment trusts, bonds, certificates of deposit, annuities, life insurance, college savings plans and unit investment trusts. Estate planning tools and corporate trust services are available through partner providers. Lombard Securities describes itself as an employee-owned network of independent brokers and says it is registered in all 50 states.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Planning services
Offers retirement income planning and financial planning illustrations
Investment options
Provides funds, securities, bonds, annuities and other products.
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