Financial Independence Starts with Becoming Informed and Having a Plan
LKJ Financial is a leading financial services firm committed to providing comprehensive wealth management solutions. With a focus on delivering tailored financial plans, LKJ Financial coordinates clients' planning needs and collaborates with their advisory teams to ensure a holistic approach. LKJ Financial operates from its primary address at 550 Post Oak Blvd., Suite 350, Houston, TX 77027, USA, serving clients with dedication and expertise.
For over four decades, LKJ Financial has earned the trust of clients through its combination of resources, knowledge, and personalized attention. The firm offers a wide range of services, including comprehensive financial planning, investment advisory services and management, retirement, income and education planning, income tax planning, life insurance and estate planning, and risk management planning, encompassing long-term care, disability, and health insurance.
LKJ Financial is dedicated to helping clients achieve their financial goals and secure their futures. By providing compassionate care and expert guidance, LKJ Financial empowers clients to focus on what matters most. We invite the management team at LKJ Financial to create a customized and exclusive company showcase and product listing on our platform to further enhance their online presence and connect with a broader audience.
LKJ Financial est une société de services financiers de premier plan engagée à fournir des solutions complètes de gestion de patrimoine. En mettant l'accent sur la fourniture de plans financiers sur mesure, LKJ Financial coordonne les besoins de planification des clients et collabore avec leurs équipes de conseillers pour assurer une approche holistique. LKJ Financial opère à partir de son adresse principale au 550 Post Oak Blvd., Suite 350, Houston, TX 77027, USA, servant ses clients avec dévouement et expertise.
Depuis plus de quatre décennies, LKJ Financial a gagné la confiance de ses clients grâce à sa combinaison de ressources, de connaissances et d'attention personnalisée. La société offre une large gamme de services, notamment la planification financière complète, les services de conseil et de gestion en investissement, la planification de la retraite, des revenus et de l'éducation, la planification fiscale des revenus, l'assurance-vie et la planification successorale, et la planification de la gestion des risques, comprenant les soins de longue durée, l'invalidité et l'assurance maladie.
LKJ Financial se consacre à aider ses clients à atteindre leurs objectifs financiers et à assurer leur avenir. En fournissant des soins empreints de compassion et des conseils d'experts, LKJ Financial permet à ses clients de se concentrer sur ce qui compte le plus. Nous invitons l'équipe de direction de LKJ Financial à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage leur présence en ligne et de se connecter avec un public plus large.
Compare LKJ Financial with 3 companies in Financial-Services
| Comparison Field |
LKJ FinancialMain Company |
Du Charme Wealth Man...View Profile |
Leeward Wealth Manag...View Profile |
LOTUS Financial Part...View Profile |
|---|---|---|---|---|
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Founded Year
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— | 2001 | 2006 | |
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Company Size
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— | 11-50 | 2-10 | 2-10 |
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City
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Houston, TX | New Berlin, Wisconsin | Fort Collins, Colorado | Denver, Colorado |
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Country
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United States | United States | United States | United States |
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Skills & Keywords
Comparing with main company
|
9 Total Skills
Financial Planning
Wealth Management
Investment Advisory
Retirement Planning
Estate Planning
Risk Management
Financial Services
Financial Advisor
Investement Advice
|
6 Total
6 Unique
Unique Skills:
Fiduciary
Insurance
Investments
Retirement Plans
Strategic Planning
Wealth
|
8 Total
2 Common
6 Unique
Match
22%
Common Skills:
Estate Planning
Risk Management
Unique Skills:
CDFA
College Planning
Financial Consultant
Insurance/Annuities
Tax Planning
Wealth Advisor
|
16 Total
16 Unique
Unique Skills:
Asset Allocation
Budget Planning
Distribution Planning
Educating Women
Financial Literacy
Financial Management
+10
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