Lamont Financial Services, 250 Bel Marin Keys Blvd, Suite F3, Novato, CA 94949
(415)883-5200
 

Product And Services

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Investments, Financial Planning, and Insurance

Lamont Financial Services is a San Francisco Bay Area Wealth Management Firm focused on helping clients with investment selection, risk management, tax strategies and retirement planning. Listed below are some of the products and services we offer consultation on:


INVESTMENTS


  • 1031 Property Exchange
  • Real Estate Investment Trusts (REIT)
  • Portfolio Management
  • Mutual Funds
  • 401(k) Planning
  • Investment Planning
  • Fee-Based Accounts
  • Managed Money Accounts
  • Mortgage Backed Securities
  • Roth IRA
  • SEP IRA
  • Traditional IRA
  • Stock Bonds
  • Municipal Bonds
  • Unit Investment Trust
  • Tax Advantaged Investments
  • Energy Investments
  • Alternative Investments

FINANCIAL PLANNING


  • Comprehensive Financial Planning
  • Retirement Planning
  • Estate Planning

INSURANCE


  • Disability Income
  • Life Insurance
  • Long Term Care

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Latest News
ira-types-lamont
October 19, 2016

Did you know that there are 11 types of Individual Retirement Accounts (IRAs)? That’s right, there are 11 ways to set aside money for retirement as an individual. Most are versions of two types of IRAs–traditional and Roth, but it’s important to understand all of your investment options. Let’s start with those two and move […]