Stifel

As a financial advisor, I enjoy working with clients to help them with their assets, help make investment choices, and develop financial strategies to help pursue their financial goals. Believing that the best way to do business is with integrity and loyalty; it is so important to seek and develop trusting relationships with my clients, their families, and their friends. But above all, the most rewarding part of my job is doing what is best for the client.

Lamont Financial Group is an independent wealth management firm located in Mason City, IA. They offer comprehensive and highly customized financial solutions to a select group of investors, including corporate executives, business owners, farmers, families, and individuals facing complex financial situations. With a focus on personalized advice and meaningful interactions, they aim to help their clients grow, protect, and transfer their legacy. As educators at heart, Lamont Financial Group strives to create clarity from complexity, providing straightforward and personalized advice to help their clients make informed and confident decisions. They believe in using technology to enhance the client experience, offering a highly personalized, technology-forward approach with personal financial websites for each client. With a commitment to putting their clients' best interests first, Lamont Financial Group is dedicated to helping individuals plan for a secure future.Generated from the website

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