Lon Lederman Email & Phone Number

As an independent LPL Financial Advisor with over 28 years of experience, I am able to provide access to a wide range of investment products, determined only as the most suitable for each clients circumstance. As a client of mine, we will discuss your current situation, short term goals, and long term goals for retirement. With this information, we then create and monitor your plan regularly. With the availability of corporate pensions declining and the continuing concerns surrounding Social Security, it's more important than ever to establish your own financial plan that works toward a comfortable retirement. Taking care of clients needs is the most important thing I do, as clients are the most important part of why I am in this business. If you feel it's time to get your plan started, or simply want a second opinion of your current plan, please reach out to me. I welcome the opportunity to meet you!Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Greenwoods Wealth Management and Greenwoods State Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Greenwoods Wealth Management, and may also be employees of Greenwoods State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Greenwoods Wealth Management or Greenwoods State Bank. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: FL, HI, IL, IN, OR, SC, TX, WI