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Lions Financial Advisory
LFA offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. LFA creates an...
Overview
LFA offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. LFA creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. LFA tailors a program for each individual client and generally provides advisory services to individuals, high-net-worth individuals, charitable organizations, and corporations or business entities.
General information
Firm type
RIA
Location
City
New York
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