Lombard Securities is a full-service, independent broker-dealer committed to helping our clients successfully achieve their financial goals. Our experienced financial advisors offer a wide range of advisory services and investments to individuals and business owners including:
Advisory Services:
- Separately Managed Accounts via Wells Fargo Adv. and Lombard Advisers.
- Mutual Fund Advisory Programs – via Fundsource
- Financial Planning Illustrations & Modeling (Software by Envision)
- Estate Planning Tools – offered by Wells Fargo Advisors
- Portfolio and Investment Strategy Reviews
- Social Security (NSSA certified) and Retirement Income Planning
- Business Retirement Plans
- Individual Retirement Accounts
- Corporate Trust Services (offered via Independent Trust Co.)
Investment Products:
- Mutual Funds and Exchange-Traded Funds (research by Thomson Reuters Standard & Poor’s, and Wells Fargo Advisors
- Stocks & REIT’s (research by Wells Fargo Advisors, Standard & Poor’s, and Morningstar
- Government, Municipal, & Corporate Bonds
- Mortgage-Backed Securities
- FDIC-insured Certificates of Deposits
- Variable Annuities (offered via Lombard Agency)
- Fixed Annuities (offered via National Brokerage Associates)
- Life Insurance (offered via National Brokerage Associates)
- 529 College Savings Plans
- Unit Investment Trusts
