Lucas Group Financial Planners, Inc.

EST. AUM
$456,454,693

CONTACTS
3

CLIENT ACCOUNTS
1,444

Firm Details

Metro area Sacramento
CRD Number 130163
Website lucasplanners.com
Client types

Overview

The company consists of Certified Financial Planner licensees and qualified planning staff. They offer simple, proven strategies aimed at helping clients maximize their finances while pursuing their goals. Specializing in investment and tax advice, the company focuses on assisting clients in achieving financial independence and security.

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

Lucas Group Financial Planners, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

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Company