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Home > Financial Services > Stock Brokers > Lambright Financial Solutions, Llc
Lambright Financial Solutions, Llc
Lambright Financial Solutions Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Lambright Financial Solutions is a certified woman owned broker dealer based in Chicago, Illinois. Bringing over 20 years of combined industry experience, Lambright Financial Solutions was founded in September 2004. Their solutions are specialized for the cients are include Pension Plans, Endowments, Foundations, Defined Benefit and Contribution Plans, Public Funds, Taft Hartley Plans, Corporate Retirement Plans, Healthcare Systems, High Net Worth Individuals, Not-for-Profit Organizations, Consulting Firms, Banks and Investment Managers.
The Company offers a full family of mutual funds designed to help you achieve financial security while helping to build a sustainable world and protect their quality of life. Lambright Financial Solutions has been in the mutual fund business for more than 25 years and manages more than $11 billion in assets.
The 529 savings plan has become popular among investors because of its many benefits, which include Tax-free savings growth, Flexibility in spending and Professional management of plan assets. Their Plans offer easy participation, a very high contribution limit per beneficiary, and other attractive features. Once you have reviewed the information here, discuss 529 savings plan questions and goals with your financial advisor.
Tax-deferred retirement plans offered through work generally have higher contribution limits than individual saving plans. For this reason and because some employers offer a company match financial advisors often recommend contributing the maximum through these plans each year. These plans offer many benefits for savers, and most financial advisors encourage their clients to take maximum advantage of plan options and flexibility before investing for retirement in other savings plans.
Bringing over 20 years of combined brokerage industry experience, Lambright Financial Solutions specializes in commission recapture, transition management, soft dollar and institutional trading programs. They are committed to act solely in the interest of their client. Their strong work ethic demonstrates their understanding that their clients come first and outstanding service must always be maintained.
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