Lionheart Financial

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11146 Front St
Mokena, IL 60448

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

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3.02 reviews
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Mary M.
2/16/2011

Lee Kaz is wonderful to work with! I will be retiring VERY SOON with his help!

Steven G.
2/4/2021

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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