Lenox Financial Service

Empowering Your Financial Success

Lenox Financial Services is a trusted financial services firm based in New Lenox, Illinois. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized investment services and insurance planning.

Our Commitment to You

We understand that every client is unique, with different financial needs and aspirations. We take the time to understand your individual goals and concerns, and customize our approach accordingly. Our personalized services are built on:

• Transparency: We provide clear and understandable explanations of investment options and risks.
• Accessibility: You'll always have a dedicated point of contact who is accessible by phone and email.
• Expertise: Our team stays updated with the latest industry trends and regulations to offer you the best possible guidance.

1. Investment Services

• Comprehensive portfolio analysis and planning
• Customized investment strategies based on your risk tolerance and goals
• Ongoing portfolio management and trade execution
• Guidance on qualified retirement plans and individual investment accounts

2. Insurance Brokerage

• Personalized insurance coverage review and analysis
• Comparison of different plans and providers to find the best coverage at competitive rates
• Assistance with claims and customer service issues

3. Beyond the Basics

• Quarterly and semi-annual exclusive equity research reports
• In-depth market analysis and trend identification
• Personalized financial planning and goal setting

Our Values

• Integrity: We uphold the highest ethical standards and transparency in all our dealings.
• Client-focus: Your financial wellbeing is our top priority.
• Innovation: We are constantly seeking new ways to improve our services and client experience.
• Collaboration: We work closely with you to achieve your financial goals.

Partnering with Lenox Financial Services, you can

• Gain clarity and confidence in your financial future.
• Make informed investment decisions based on market research and expert analysis.
• Access personalized guidance and support every step of the way.