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J. Lyndon Financial is a full-service Financial Planning and Investment firm, and my focus is working with people one-on-one to make sure they have a comprehensive plan, and the right investments. With that said, if you prefer doing things on your own, or you’re just looking for investment management, we can help there too. If you have at least $5,000, either in cash, in an old 401(k), or at another investment company, you can open an account right here, online, and transfer your funds over! Once you answer a few questions, we’ll be able to determine what type of investments you need. Click the button below to get started.
On the other hand, if you’re a delegator, and you want a traditional relationship with an Advisor, who will help you formulate a plan, an investment strategy, and keep you on track, click below to schedule a consultation, or call 678-880-6267.
