Company Management

LSIA Wealth Management

Financial Services Bloomfield Hills, Michigan, United States 9 employees

Employees: 9
Contacts: 2
Emails: 2
Phones: 2

mylsia.com LinkedIn

LSIA Wealth Management Overview

Headquarters: Bloomfield Hills, Michigan, United States
Phone Number: Available in AeroLeads
Website: mylsia.com
Industry: Financial Services
Employees: 9
Founded: 2008
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Investment Planning Socially Responsible Investing Retirement Income Planning Insurance Planning Estate Planning General Financial Planning Risk Management Tax Planning

About LSIA Wealth Management

We’re redefining the wealth management experience and what Comprehensive, Customization, Transparency, and Value means for you. For years, investment firms and banks have spent billions of dollars marketing these concepts, yet if you are like most, you’ve likely had a completely different experience. Overpromising and underdelivering. That way did not work for us, so we set out to change it. Click the "+ Follow" button above and follow us on LinkedIn to learn how a redefined wealth management experience can benefit you. LSIA Social Media Disclosure: https://my-lsia.com/social-media-at-lsia/

LSIA Wealth Management Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 2; 66.7% coverage

LSIA Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Dan Kostaroff, Cfa, Cfp	Redefining the Wealth Management	Bloomfield Hills, Michigan, United States	Email Phone
Kristine Hollister	Lsia Wealth Management - Owner & Chief	Bloomfield Hills, Michigan, United States	Email Phone
Mark Shank, Cfa	Redefining the Wealth Management	Milwaukee, Wisconsin, United States	View