facebooktwitterpinterest

Reviews, get directions and contact details for Lamont Financial Group

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

Address: 425 Tiffany Dr, Mason City, IA 50401, USA
Phone: (641) 424-9899
moc.puorglaicnaniftnomal@sirk
State: Iowa
Zip Code: 50401


Similar places near
Northwoods State Bank Northwoods State Bank 400 meter My experience with this bank was horrible, to say the least. All I was trying to do w...
Edward Jones - Financial Advisor: David R Stine Edward Jones - Financial Advisor: David R St... 1 miles Edward Jones is a financial services firm dedicated to serving the needs of individua...
Check Into Cash Check Into Cash 1 miles Waste of time, went there 3 seperate times and each time I was told I needed somethin...
OneMain Financial OneMain Financial 1 miles OneMain Financial provides personal loans with one-on-one, local service at branches ...
Check `n Go Check `n Go 1 miles Check `n Go offers simple money solutions when you need them most. With nearly 1,000 ...
Wells Fargo Bank Wells Fargo Bank 1 miles They are quick to get to you. Solve the problem you were having fast.
RDA Financial Network Mason City RDA Financial Network Mason City 2 miles Investment Advisory and Financial planning business founded in 2008.
Stifel Stifel 2 miles
Edward Jones - Financial Advisor: Sara J Carlsson Edward Jones - Financial Advisor: Sara J Car... 2 miles Edward Jones is a financial- services firm dedicated to serving the needs of individu...
Edward Jones - Financial Advisor Edward Jones - Financial Advisor 3 miles Edward Jones is a financial- services firm dedicated to serving the needs of individu...
Comment on this business

to add Lamont Financial Group map to your website;



We use cookies

We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. Privacy Policy