Lexington Financial, Inc.

EST. AUM
$608,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website lexfinplan.com
Client types

Overview

Lexington Financial Group was founded in 1987 with the belief that many investors were not receiving the personalized attention they needed from traditional Wall Street firms, where brokers often prioritize selling inhouse products to meet corporate sales goals. In contrast, Lexington Financial Group offers a clientfocused model that prioritizes the individual financial goals of each investor. The company provides an environment where clients can feel confident that their needs are at the forefront. Lexington Financial Group ensures prompt responses to client inquiries, offers investment recommendations tailored to clients' best interests (rather than corporate interests), and provides access to unbiased research to support informed decisionmaking. Clients can trust that their investments are working effectively toward achieving their personal financial goals, with their opinions and preferences always respected.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lexington Financial, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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