Lee Kaz is wonderful to work with! I will be retiring VERY SOON with his help!
Lionheart Financial
(2)
Lionheart Financial, established in 1991 in Mokena, IL, is a multi-generational wealth management firm dedicated to simplifying personalized financial planning for clients. With a focus on identifying goals, analyzing risk profiles, and executing actionable plans, the firm provides tailored investment and financial strategies to help clients navigate their evolving financial journeys.
Emphasizing a comfortable yet professional atmosphere, Lionheart Financial aims to make client interactions straightforward and efficient, recognizing the busy lives of its clients. The team's extensive communication channels, including one-on-one meetings and ongoing updates, ensure that clients stay informed and empowered as they work toward achieving their financial objectives.
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Reviews
Adam Griffiths pushes non-publicly traded investments. These are great for him as they provide high up-front commissions for the broker/advisor but for the investor they lock up your money for...
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