Lehner Shope Wealth Group
Financial Services
Canfield, Ohio, United States
8 employees
- Employees
- 8
- Contacts
- 1
- Emails
- 1
Lehner Shope Wealth Group Overview
- Headquarters
- Canfield, Ohio, United States
- Phone Number
- Available in AeroLeads
- Website
- lcswealth.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2013
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Lehner Shope Wealth Group
Lehner Shope firmly believes that every individual or couple is unique, and no single investment strategy is right for everyone. We specialize in building diversified Endowment style portfolios that usually only the super wealthy and affluent are able to access. Managing Partners Brian M. Lehner CFP® and Amy Less Shope have over 50 years of investment portfolio management experience. Whether you want investment advice or a way to start saving - regardless of your situation we'll guide you through wise diversified planning and investing. ___ Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. 4366 Boardman Canfield Rd, Canfield, Ohio 44406, 330-356-8929
Lehner Shope Wealth Group Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
Lehner Shope Wealth Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Amy Less Shope | Managing Partner at Lehner Shope Wealth | Canfield, Ohio, United States |
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|
| Niki Koch | Be Happy with Yourself | Canfield, Ohio, United States |
Email
|
| Michelle Pommeranz | Financial Advisor at Lehner Shope | Toledo, Ohio Metropolitan Area, United States |
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|
Employees by Management Level
Individual contributor
4 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 1 |