LancePointe Investments

LancePointe Investments Financial planner in

LancePointe Investments is a reputable financial planning service located in the heart of Monday. Catering to clients from Monday to Friday, 8 AM to 4 PM, LancePointe specializes in offering personalized financial advice and strategies tailored to individual and business needs. With a focus on delivering exceptional customer service, the firm has garnered positive reviews for its attention to detail and commitment to client success. Whether you’re planning for retirement, seeking investment advice, or managing assets, LancePointe Investments aims to provide comprehensive solutions to meet your financial goals.

Services Offered

• Retirement Planning
• Investment Management
• Portfolio Analysis
• Tax-Efficient Strategies
• Wealth Management

Cost Range

The cost for financial planning services at LancePointe Investments can vary depending on the complexity of the services required. Typically, fees may range from $1,000 to $5,000 annually for comprehensive financial planning. A more detailed quote can be provided upon consultation.

Local Tips

• Located in the Detroit metro area, consider scheduling your appointments during the mid-morning to avoid peak traffic times.
• Take advantage of their free initial consultation to better understand how they can assist with your financial needs.
• Check out nearby cafes for a coffee or lunch meeting before or after your consultation.

FAQs

What should I bring to my first consultation?

It's helpful to bring financial documents such as recent tax returns, bank statements, and any investment or retirement account information.

How often should I meet with my financial planner?

It's recommended to have at least an annual review, although more frequent meetings can be beneficial depending on your financial situation and goals.

Are your services suitable for small businesses?

Yes, LancePointe Investments offers specialized financial planning services tailored for both individuals and businesses.

Contact Information

For more information or to schedule an appointment, please contact LancePointe Investments at their office during business hours.

Monday: 8AM-4PM | Tuesday: 8AM-4PM | Wednesday: 8AM-4PM | Thursday: 8AM-4PM | Friday: 8AM-4PM | Saturday: Closed | Sunday: Closed
America/Detroit time zone
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