Products & Services

We are a well known and accredited investment fiduciary with 25+ years of experience

At Lamon and Stern, we provide assistance in the following areas:


Investments

  • Bonds
  • Common Stocks
  • Educational IRAs
  • Brokerage Accounts
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning


  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b)  Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


For more information and financial resources please visit our blog:
Growing Your Retirement Income BLOG 

Let Us Help You Master Your Money

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with in depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.