Lesko Financial Services, located in Binghamton, New York, is a financial advisory firm that provides comprehensive financial planning and investment management services to individuals, families, and businesses.
Lesko Financial Services was founded in 1987 by John Lesko, a Certified Financial Planner professional with over 30 years of experience in the financial services industry. The firm's mission is to help clients achieve their financial goals by providing them with personalized advice and tailored investment solutions.
Lesko Financial Services offers a wide range of financial planning services, including:
- Retirement planning
- Investment planning
- Estate planning
- Education funding
- Insurance planning
The firm also offers a variety of investment management services, including:
- Portfolio management
- Asset allocation
- Investment research
- Risk management
Lesko Financial Services is committed to providing clients with the highest level of service and advice. The firm's team of experienced professionals is dedicated to helping clients achieve their financial goals.
Lesko Financial Services Binghamton
Lesko Financial Services Binghamton is a financial advisory firm that provides comprehensive financial planning and investment management services to individuals, families, and businesses.
- Experience: The firm was founded in 1987 and has over 30 years of experience in the financial services industry.
- Expertise: The firm's team of experienced professionals is dedicated to helping clients achieve their financial goals.
- Personalized advice: The firm provides clients with personalized advice and tailored investment solutions.
- Range of services: The firm offers a wide range of financial planning and investment management services.
- Commitment to clients: The firm is committed to providing clients with the highest level of service and advice.
- Local presence: The firm is located in Binghamton, New York, and serves clients in the local area.
These key aspects make Lesko Financial Services Binghamton a valuable resource for individuals, families, and businesses in the Binghamton area. The firm's experience, expertise, and commitment to clients make it a trusted partner for financial planning and investment management.
1. Experience
Experience is a key factor in the success of any financial services firm. Lesko Financial Services Binghamton has over 30 years of experience in the financial services industry, which gives the firm a deep understanding of the markets and the investment strategies that are most likely to succeed.
The firm's experience also allows it to provide clients with personalized advice and tailored investment solutions. This is important because each client has unique financial goals and objectives. Lesko Financial Services Binghamton can use its experience to develop an investment plan that is specifically designed to help each client achieve their goals.
In addition, the firm's experience has allowed it to build a strong track record of success. This track record gives clients confidence that the firm is capable of managing their money and helping them achieve their financial goals.
2. Expertise
Expertise is a key component of Lesko Financial Services Binghamton. The firm's team of experienced professionals has a deep understanding of the financial markets and the investment strategies that are most likely to succeed. This expertise allows the firm to provide clients with personalized advice and tailored investment solutions.
For example, a client who is nearing retirement may need help developing a plan to generate income in retirement. Lesko Financial Services Binghamton can use its expertise to create a plan that takes into account the client's unique financial situation and goals. The plan may include a combination of investments, such as stocks, bonds, and mutual funds. Lesko Financial Services Binghamton can also provide guidance on how to manage the client's retirement withdrawals.
The expertise of Lesko Financial Services Binghamton is a valuable asset to clients. The firm's team of experienced professionals can help clients achieve their financial goals by providing them with personalized advice and tailored investment solutions.
3. Personalized advice
Personalized advice is a key component of Lesko Financial Services Binghamton. The firm's team of experienced professionals takes the time to understand each client's unique financial situation and goals. This allows the firm to provide clients with personalized advice and tailored investment solutions that are designed to help them achieve their financial goals.
For example, a client who is nearing retirement may need help developing a plan to generate income in retirement. Lesko Financial Services Binghamton can use its expertise to create a plan that takes into account the client's unique financial situation and goals. The plan may include a combination of investments, such as stocks, bonds, and mutual funds. Lesko Financial Services Binghamton can also provide guidance on how to manage the client's retirement withdrawals.
The personalized advice and tailored investment solutions that Lesko Financial Services Binghamton provides are essential for helping clients achieve their financial goals. The firm's team of experienced professionals can help clients make informed decisions about their investments and retirement planning.
4. Range of services
Lesko Financial Services Binghamton offers a wide range of financial planning and investment management services to meet the needs of its clients. These services include:
- Financial planning: Lesko Financial Services Binghamton can help clients with all aspects of financial planning, including retirement planning, investment planning, estate planning, education funding, and insurance planning.
- Investment management: Lesko Financial Services Binghamton can manage clients' investments to help them achieve their financial goals. The firm offers a variety of investment management services, including portfolio management, asset allocation, investment research, and risk management.
The wide range of services that Lesko Financial Services Binghamton offers allows the firm to meet the needs of a variety of clients. Whether clients are just starting to plan for their financial future or are already in retirement, Lesko Financial Services Binghamton can help them achieve their financial goals.
5. Commitment to clients
Lesko Financial Services Binghamton is committed to providing clients with the highest level of service and advice. This commitment is evident in everything the firm does, from the way it interacts with clients to the way it manages their investments.
- Personalized service: Lesko Financial Services Binghamton takes the time to get to know each client's unique financial situation and goals. This allows the firm to provide personalized service and advice that is tailored to each client's individual needs.
- Transparency: Lesko Financial Services Binghamton is transparent with clients about its fees and investment strategies. The firm believes that clients should have a clear understanding of how their money is being managed.
- Responsiveness: Lesko Financial Services Binghamton is responsive to clients' needs. The firm is always available to answer questions and address concerns.
- Trustworthy: Lesko Financial Services Binghamton is a trustworthy firm that has a long track record of success. The firm's clients can be confident that their money is being managed by a team of experienced professionals who are committed to their best interests.
Lesko Financial Services Binghamton's commitment to clients is one of the things that sets the firm apart from its competitors. The firm is dedicated to helping clients achieve their financial goals and objectives.
6. Local presence
Lesko Financial Services Binghamton's local presence is a key differentiator for the firm. Being located in Binghamton allows the firm to provide clients with a level of personalized service that is not possible for larger, national firms.
- Convenience: Clients can easily meet with their financial advisor in person at the firm's Binghamton office. This is important for building a strong relationship with the advisor and for discussing complex financial matters in detail.
- Understanding of the local market: Lesko Financial Services Binghamton has a deep understanding of the local market and economy. This allows the firm to provide clients with tailored advice that is specific to their needs and goals.
- Commitment to the community: Lesko Financial Services Binghamton is committed to the Binghamton community. The firm is involved in a number of local organizations and charities.
Lesko Financial Services Binghamton's local presence is a valuable asset for clients in the Binghamton area. The firm's commitment to personalized service, understanding of the local market, and commitment to the community make it a trusted partner for financial planning and investment management.
FAQs about Lesko Financial Services Binghamton
This section provides answers to frequently asked questions about Lesko Financial Services Binghamton. These FAQs are designed to provide prospective clients with key information about the firm's services, experience, and approach to financial planning and investment management.
Question 1: What services does Lesko Financial Services Binghamton offer?Lesko Financial Services Binghamton offers a comprehensive range of financial planning and investment management services, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Education funding
- Insurance planning
Lesko Financial Services Binghamton was founded in 1987. The firm has over 30 years of experience in the financial services industry.
Question 3: What is Lesko Financial Services Binghamton's investment philosophy?Lesko Financial Services Binghamton believes in a disciplined and research-based approach to investing. The firm's investment philosophy is based on the following principles:
- Long-term investment horizon
- Diversification
- Asset allocation
- Risk management
Lesko Financial Services Binghamton's fees are based on a percentage of assets under management. The firm's fee schedule is transparent and competitive.
Question 5: How can I contact Lesko Financial Services Binghamton?You can contact Lesko Financial Services Binghamton by phone at (607) 723-9413 or by email at info@leskofinancialservices.com.
Question 6: What is Lesko Financial Services Binghamton's commitment to clients?Lesko Financial Services Binghamton is committed to providing clients with the highest level of service and advice. The firm's goal is to help clients achieve their financial goals and objectives.
These FAQs provide a brief overview of Lesko Financial Services Binghamton. For more information, please visit the firm's website or contact the firm directly.
Next: Explore the team of experienced professionals at Lesko Financial Services Binghamton.
Tips from Lesko Financial Services Binghamton
Lesko Financial Services Binghamton is a financial advisory firm that provides comprehensive financial planning and investment management services to individuals, families, and businesses. The firm's team of experienced professionals is dedicated to helping clients achieve their financial goals.
Tip 1: Set realistic financial goals.
When setting financial goals, it is important to be realistic about what you can achieve. Don't set goals that are too ambitious or unrealistic. Instead, set goals that are challenging but achievable. This will help you stay motivated and on track.
Tip 2: Create a budget and stick to it.
Creating a budget is essential for managing your finances. A budget will help you track your income and expenses, and make sure that you are living within your means. Once you have created a budget, stick to it as closely as possible. This will help you save money and reach your financial goals faster.
Tip 3: Invest early and often.
Investing is one of the best ways to grow your wealth. The sooner you start investing, the more time your money has to grow. Even if you can only invest a small amount of money each month, it will add up over time.
Tip 4: Diversify your investments.
Diversifying your investments is one of the best ways to reduce risk. Don't put all of your eggs in one basket. Instead, spread your money across a variety of investments, such as stocks, bonds, and real estate.
Tip 5: Review your financial plan regularly.
Your financial plan should be reviewed regularly to make sure that it is still on track. As your life circumstances change, you may need to make adjustments to your plan. Reviewing your plan regularly will help you stay on track and reach your financial goals.
These are just a few tips from Lesko Financial Services Binghamton. For more information, please visit the firm's website or contact the firm directly.
Next: Explore the team of experienced professionals at Lesko Financial Services Binghamton.
Conclusion
Lesko Financial Services Binghamton is a leading financial advisory firm that provides comprehensive financial planning and investment management services to individuals, families, and businesses. The firm's team of experienced professionals is dedicated to helping clients achieve their financial goals.
Lesko Financial Services Binghamton offers a wide range of services, including financial planning, investment management, retirement planning, estate planning, education funding, and insurance planning. The firm's personalized advice and tailored investment solutions are designed to help clients achieve their unique financial goals.
If you are looking for a financial advisor who can help you achieve your financial goals, Lesko Financial Services Binghamton is a great option. The firm's experienced professionals are committed to providing clients with the highest level of service and advice.
Call to action: Contact Lesko Financial Services Binghamton today to schedule a consultation.
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