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Edit Business | Lamont Financial Group
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About Kris Lamont, CFP®, AAMS® - Financial Advisor ● What we offer is more than just investment advice; we focus on all parts of a person's financial life. Story Kris Lamont, CFP®, AAMS® - Financial Advisor What we offer is more than just investment advice; we focus on all parts of a person's financial life. We work with individuals, families, and small business owners to create comprehensive plans that encompass all financial needs – from traditional investments to alternatives and insurance. We look at all of our clients individually and take into consideration their goals, dreams, level of comfort, and experience when making recommendations. We understand that financial planning is a complex and sometimes confusing process, but we don’t want anyone to miss out on financial opportunities because of that. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and managing wealth. By helping our clients acquire the information needed to pursue their financial objectives, we strive to create long and trusted relationships. That is what sets Lamont Financial Group apart from the rest and makes us One Team for All Your Financial Needs. Securities offered through Securities America Inc., Member FINRA/SIPC, and advisory services offered through Securities America Advisors Inc., Kris Lamont, Representative. Lamont Financial Group, Clear Lake Bank & Trust, and the Securities America Companies are unaffiliated. Not FDIC Insured, No Bank Guarantees, May Lose Value. Securities Licensed in AZ, CO, IL, IA, KS, MD, MN, MO, OH, SD, and WI. www.finra.org / www.sipc.org
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