LKJ Financial

LKJ Financial

Financial-Services

Houston, TX
United States
Company Tagline

Financial Independence Starts with Becoming Informed and Having a Plan

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Sari Enriquez Clyde Lindsey James-West CFP® Angie Williamson jaf hejazi (manager at LKJ Financial)

Compare Companies Side by Side

Compare LKJ Financial with 3 companies in Financial-Services

4 Companies
Comparison Field
LKJ Financial
LKJ Financial
Main Company
Du Charme Wealth Management
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Leeward Wealth Management
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LOTUS Financial Partners
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Founded Year
2001 2006
Company Size
11-50 2-10 2-10
City
Houston, TX New Berlin, Wisconsin Fort Collins, Colorado Denver, Colorado
Country
United States United States United States United States
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
4
Total Companies
2001
Oldest Founded
1
Countries
36
Unique Skills

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Alternative Company Names

This company is also known as

LKJ Financial LKJ金融 एलकेजे वित्तीय LKJ Financiero LKJ المالية LKJ Financier ЛКДж Финансиал LKJ Financeiro