Lamont Financial Services, 250 Bel Marin Keys Blvd, Suite F3, Novato, CA 94949

Our Commitment


Community Spotlight Program

The Lamont Financial Services team is proud to announce the launch of our “Community Spotlight Program” which will highlight one non-profit organization per month in an effort to raise awareness for important local causes.

Beginning in January 2016, information about each organization will be prominently displayed in our office and featured on our website. We’ll also send monthly email newsletters that will include information on how anyone can donate, volunteer, or just help spread the word.

There are thousands of meaningful non-profit organizations in Marin who work tirelessly for the betterment of our residents and communities. We are honored to be working with the first twelve of many to come in the years ahead.

We’re looking forward to giving back in 2016 and we hope you will join us as well!

Click a link below to learn more!

January/February 2016

March 2016

Latest News
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 […]