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Lightcap Financial Group

EST. AUM
$18,683,958

CONTACTS
1

CLIENT ACCOUNTS
189

Firm Details

Metro area San Diego
CRD Number 334873
Website lightcapfinancial.com
Client types

Overview

Lightcap Financial Group is an independent financial advisory firm offering a comprehensive range of services, including financial planning, retirement planning, insurance and annuity planning, business planning, investment management, estate and trust planning, tax planning, and education planning. The firm serves retirees, business owners, and families, tailoring solutions to meet unique financial goals. Lightcap Financial Group collaborates with national partners, such as Charles Schwab, to provide clients with stability and advanced financial tools.

Platform Details

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Alternative Activity

Address

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

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