The Lonsdale Financial Group
Brian Lonsdale
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Personal Profile
THE LONSDALE FINANCIAL GROUP
Our Mission Statement:
To work with our clients to identify their unique goals and objectives, then establish a customized plan to attain those goals, utilizing appropriate investment and insurance vehicles to suit their particular needs and risk levels.
Committed to OUR CLIENTS!
Committed to EXCELLENCE!
What You Can Expect From Us:
- Consistent and regular communication
- A personalized financial plan, tailored for you
- An investment strategy that focuses on long-term growth with an emphasis on preserving capital
- Proactive advice, guidance and education
The Advisory Managed Accounts (AMA) Program
offers clients many benefits.
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