Lennox Insurance and Financial
In these challenging economic times, Lennox Insurance and Financial, LLC understands your concerns about planning for your financial future. Whether you are just beginning your first job or planning to retire soon, we help chart your course towards achieving your financial goals.
For over thirty years we have successfully guided clients through the complexities of wealth management, from Bull markets to Bear markets and back again. No matter where you are in your journey, our priority is helping you achieve your plan.
How do we do it?
How do we do it? We listen. We learn about you and your unique needs and objectives and build plans aimed solely at your success. From investment management to comprehensive financial planning, we provide personalized strategies and solutions through attentive, individualized service and prudent thoughtful advice.
As representatives of Lincoln Financial Securities Corporation, we can offer investment management and comprehensive financial planning as well as personalized strategies and solutions.
Stephen D. Avery is a registered representative of and offers securities and advisory services through Lincoln Financial Securities Corporation, Member, FINRA and SIPC . Securities offered to residents of CO, CT, FL, IA, MA, ME, NC, NH, RI, NM, PA, VT & WV. Advisory services offered to residents of MA, ME, and NH. Lennox Insurance and Financial, LLC and Lincoln Financial Securities Corporation are not affiliated. LFS-3321228-110920
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.
Some life insurance and annuity policies involve exclusions or limitations.
For costs and complete details of coverage contact your agent.
